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ORG Wealth Partners’s iShares Global REIT ETF REET Stock Holding History

ORG Wealth Partners’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 		$144K Buy
5,222
+172
+3% +$4.67K 0.02% 261
2026
Q1 		$127K Hold
5,050
– – 0.03% 263
2025
Q4 		$126K Hold
5,050
– – 0.03% 257
2025
Q3 		$129K Hold
5,050
– – 0.03% 252
2025
Q2 		$126K Hold
5,050
– – 0.03% 216
2025
Q1 		$123K Hold
5,050
– – 0.04% 232
2024
Q4 		$121K Hold
5,050
– – 0.04% 153
2024
Q3 		$135K Buy
+5,050
New +$128K 0.04% 152

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

ORG Wealth Partners's REET Position: Q2 2026 in Review

ORG Wealth Partners increased its iShares Global REIT ETF (REET) stake by 3.4% in Q2 2026, buying an estimated $4.67K and bringing the position to 5,222 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #261.

ORG Wealth Partners first reported a position in REET in Q3 2024 and has held it in 8 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • ORG Wealth Partners held 5,222 shares of iShares Global REIT ETF worth $144K as of Q2 2026.
  • ORG Wealth Partners bought 172 iShares Global REIT ETF shares in Q2 2026, an estimated $4.67K.
  • iShares Global REIT ETF made up 0.02% of ORG Wealth Partners's portfolio in Q2 2026, its #261 holding.
  • ORG Wealth Partners first reported a position in iShares Global REIT ETF in Q3 2024 and has held it in 8 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.