North Ridge Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

North Ridge Wealth 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 Q1	$1.08M	Buy	42,915 +6	+0%	+$156	0.61%	21
2025 Q4	$1.07M	Sell	42,909 -645	-1%	-$16.3K	0.6%	22
2025 Q3	$1.11M	Buy	43,554 +536	+1%	+$13.5K	0.64%	21
2025 Q2	$1.06M	Sell	43,018 -11	-0%	-$267	0.65%	21
2025 Q1	$1.04M	Buy	43,029 +612	+1%	+$14.9K	0.7%	20
2024 Q4	$1.02M	Sell	42,417 -29,669	-41%	-$758K	0.7%	21
2024 Q3	$1.92M	Sell	72,086 -15,752	-18%	-$398K	1.31%	15
2024 Q2	$2.04M	Sell	87,838 -4,751	-5%	-$109K	1.55%	14
2024 Q1	$2.19M	Buy	92,589 +587	+0.6%	+$13.7K	1.7%	14
2023 Q4	$2.22M	Buy	92,002 +1,448	+2%	+$31.7K	1.85%	14
2023 Q3	$1.92M	Sell	90,554 -745	-0.8%	-$17.1K	1.87%	12
2023 Q2	$2.1M	Sell	91,299 -17,653	-16%	-$402K	2%	12
2023 Q1	$2.5M	Buy	+108,952	New	+$2.57M	2.5%	12

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

North Ridge Wealth Advisors's REET Position: Q1 2026 in Review

North Ridge Wealth Advisors increased its iShares Global REIT ETF (REET) stake by 0.01% in Q1 2026, buying an estimated $156 and bringing the position to 42,915 shares worth $1.08M. The position accounts for 0.61% of the portfolio, ranked #21.

North Ridge Wealth Advisors first reported a position in REET in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.5M in Q1 2023. 301 funds tracked by Wall St. Rank hold REET as of Q1 2026.

North Ridge Wealth Advisors held 42,915 shares of iShares Global REIT ETF worth $1.08M as of Q1 2026.
North Ridge Wealth Advisors bought 6 iShares Global REIT ETF shares in Q1 2026, an estimated $156.
iShares Global REIT ETF made up 0.61% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #21 holding.
North Ridge Wealth Advisors first reported a position in iShares Global REIT ETF in Q1 2023 and has held it in 13 quarters since.
North Ridge Wealth Advisors's iShares Global REIT ETF position peaked at $2.5M in Q1 2023.
301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.