NRI
REET icon

NFP Retirement Inc’s iShares Global REIT ETF REET Stock Holding History

NFP Retirement Inc’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 		$1.47M Sell
53,060
-5,502
-9% -$149K 0.08% 123
2026
Q1 		$1.47M Sell
58,562
-5,728
-9% -$149K 0.09% 121
2025
Q4 		$1.6M Sell
64,290
-3,811
-6% -$96.3K 0.1% 112
2025
Q3 		$1.74M Buy
68,101
+2,297
+3% +$57.7K 0.11% 105
2025
Q2 		$1.63M Sell
65,804
-10,848
-14% -$263K 0.11% 106
2025
Q1 		$1.86M Buy
76,652
+4,701
+7% +$114K 0.15% 80
2024
Q4 		$1.72M Sell
71,951
-514
-0.7% -$13.1K 0.14% 87
2024
Q3 		$1.93M Sell
72,465
-11,011
-13% -$278K 0.16% 84
2024
Q2 		$1.94M Buy
83,476
+2,776
+3% +$63.5K 0.16% 84
2024
Q1 		$1.91M Buy
80,700
+18,716
+30% +$438K 0.16% 82
2023
Q4 		$1.5M Buy
61,984
+10,674
+21% +$233K 0.25% 76
2023
Q3 		$1.09M Sell
51,310
-16,670
-25% -$382K 0.21% 85
2023
Q2 		$1.56M Buy
67,980
+5,389
+9% +$123K 0.29% 71
2023
Q1 		$1.44M Buy
62,591
+4,953
+9% +$117K 0.29% 75
2022
Q4 		$1.31M Buy
57,638
+23,563
+69% +$525K 0.29% 78
2022
Q3 		$725K Buy
+34,075
New +$840K 0.18% 105

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

NFP Retirement Inc's REET Position: Q2 2026 in Review

NFP Retirement Inc reduced its iShares Global REIT ETF (REET) stake by 9.4% in Q2 2026, selling an estimated $149K and leaving 53,060 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #123.

NFP Retirement Inc first reported a position in REET in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.94M in Q2 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • NFP Retirement Inc held 53,060 shares of iShares Global REIT ETF worth $1.47M as of Q2 2026.
  • NFP Retirement Inc sold 5,502 iShares Global REIT ETF shares in Q2 2026, an estimated $149K.
  • iShares Global REIT ETF made up 0.08% of NFP Retirement Inc's portfolio in Q2 2026, its #123 holding.
  • NFP Retirement Inc first reported a position in iShares Global REIT ETF in Q3 2022 and has held it in 16 quarters since.
  • NFP Retirement Inc's iShares Global REIT ETF position peaked at $1.94M in Q2 2024.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.