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NewEdge Advisors’s iShares Global REIT ETF REET Stock Holding History

NewEdge Advisors’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Sell
41,673
-48
-0.1% -$1.3K ﹤0.01% 1569
2026
Q1 		$1.05M Sell
41,721
-1,156
-3% -$30K ﹤0.01% 1481
2025
Q4 		$1.07M Sell
42,877
-105
-0.2% -$2.65K ﹤0.01% 1445
2025
Q3 		$1.1M Sell
42,982
-3,425
-7% -$86K 0.01% 1352
2025
Q2 		$1.15M Sell
46,407
-659
-1% -$16K 0.01% 1210
2025
Q1 		$1.14M Buy
47,066
+8,938
+23% +$218K 0.01% 1111
2024
Q4 		$914K Buy
+38,128
New +$974K 0.01% 1210
2024
Q3 		– Sell
-219
Closed -$5.1K – 3919
2024
Q2 		$5.1K Buy
219
+1
+0.5% +$23 ﹤0.01% 3090
2024
Q1 		$5.17K Sell
218
-82
-27% -$1.92K ﹤0.01% 3124
2023
Q4 		$7.26K Buy
300
+15
+5% +$328 ﹤0.01% 2980
2023
Q3 		$6.03K Buy
285
+117
+70% +$2.68K ﹤0.01% 2738
2023
Q2 		$3.86K Sell
168
-899
-84% -$20.5K ﹤0.01% 2892
2023
Q1 		$24.5K Buy
1,067
+927
+662% +$21.9K ﹤0.01% 2265
2022
Q4 		$3 Buy
+140
New +$3.12K ﹤0.01% 3911

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

NewEdge Advisors's REET Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares Global REIT ETF (REET) stake by 0.12% in Q2 2026, selling an estimated $1.3K and leaving 41,673 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

NewEdge Advisors first reported a position in REET in Q4 2022 and has held it in 14 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • NewEdge Advisors held 41,673 shares of iShares Global REIT ETF worth $1.15M as of Q2 2026.
  • NewEdge Advisors sold 48 iShares Global REIT ETF shares in Q2 2026, an estimated $1.3K.
  • iShares Global REIT ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1569 holding.
  • NewEdge Advisors first reported a position in iShares Global REIT ETF in Q4 2022 and has held it in 14 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.