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OneDigital Investment Advisors’s iShares Global REIT ETF REET Stock Holding History

OneDigital Investment 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 		$343K Buy
13,628
+350
+3% +$9.09K ﹤0.01% 1118
2025
Q4 		$331K Sell
13,278
-492
-4% -$12.4K ﹤0.01% 1159
2025
Q3 		$352K Hold
13,770
– – ﹤0.01% 1089
2025
Q2 		$340K Sell
13,770
-5,180
-27% -$126K ﹤0.01% 1087
2025
Q1 		$460K Sell
18,950
-428
-2% -$10.4K 0.01% 891
2024
Q4 		$464K Buy
19,378
+37
+0.2% +$945 0.01% 919
2024
Q3 		$516K Buy
19,341
+2
+0% +$51 0.01% 929
2024
Q2 		$450K Sell
19,339
-142
-0.7% -$3.25K 0.01% 946
2024
Q1 		$461K Sell
19,481
-1,158
-6% -$27.1K 0.01% 761
2023
Q4 		$499K Buy
20,639
+5,389
+35% +$118K 0.01% 713
2023
Q3 		$323K Hold
15,250
– – 0.01% 788
2023
Q2 		$350K Buy
15,250
+75
+0.5% +$1.71K 0.01% 766
2023
Q1 		$348K Buy
15,175
+1,525
+11% +$36K 0.01% 725
2022
Q4 		$310K Buy
+13,650
New +$304K 0.01% 663
2021
Q4 		– Sell
-17,483
Closed -$479K – 825
2021
Q3 		$479K Sell
17,483
-877
-5% -$25.2K 0.02% 427
2021
Q2 		$509K Sell
18,360
-3,407
-16% -$93.1K 0.02% 406
2021
Q1 		$555K Buy
21,767
+2,241
+11% +$55.3K 0.03% 361
2020
Q4 		$467K Buy
19,526
+5,400
+38% +$122K 0.02% 371
2020
Q3 		$297K Buy
14,126
+419
+3% +$8.96K 0.02% 434
2020
Q2 		$286K Buy
13,707
+2,538
+23% +$51.3K 0.02% 452
2020
Q1 		$214K Buy
+11,169
New +$285K 0.02% 463
2019
Q3 		– Sell
-765
Closed -$20K – 1019
2019
Q2 		$20K Buy
765
+23
+3% +$614 ﹤0.01% 813
2019
Q1 		$20K Buy
742
+115
+18% +$2.96K ﹤0.01% 729
2018
Q4 		$15K Buy
+627
New +$15.4K ﹤0.01% 766
2018
Q1 		– Sell
-708
Closed -$18K – 1368
2017
Q4 		$18K Buy
+708
New +$18.3K ﹤0.01% 848

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

OneDigital Investment Advisors's REET Position: Q1 2026 in Review

OneDigital Investment Advisors increased its iShares Global REIT ETF (REET) stake by 2.6% in Q1 2026, buying an estimated $9.09K and bringing the position to 13,628 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

OneDigital Investment Advisors first reported a position in REET in Q4 2017 and has held it in 25 quarters since. The position peaked at $555K in Q1 2021. 299 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • OneDigital Investment Advisors held 13,628 shares of iShares Global REIT ETF worth $343K as of Q1 2026.
  • OneDigital Investment Advisors bought 350 iShares Global REIT ETF shares in Q1 2026, an estimated $9.09K.
  • iShares Global REIT ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1118 holding.
  • OneDigital Investment Advisors first reported a position in iShares Global REIT ETF in Q4 2017 and has held it in 25 quarters since.
  • OneDigital Investment Advisors's iShares Global REIT ETF position peaked at $555K in Q1 2021.
  • 299 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.