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O'Rourke & Company’s iShares Global REIT ETF REET Stock Holding History

O'Rourke & Company’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 		$328K Buy
11,891
+224
+2% +$6.08K 0.11% 135
2026
Q1 		$296K Sell
11,667
-834
-7% -$21.7K 0.12% 136
2025
Q4 		$312K Buy
+12,501
New +$316K 0.12% 135

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

O'Rourke & Company's REET Position: Q2 2026 in Review

O'Rourke & Company increased its iShares Global REIT ETF (REET) stake by 1.9% in Q2 2026, buying an estimated $6.08K and bringing the position to 11,891 shares worth $328K. The position accounts for 0.11% of the portfolio, ranked #135.

O'Rourke & Company first reported a position in REET in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • O'Rourke & Company held 11,891 shares of iShares Global REIT ETF worth $328K as of Q2 2026.
  • O'Rourke & Company bought 224 iShares Global REIT ETF shares in Q2 2026, an estimated $6.08K.
  • iShares Global REIT ETF made up 0.11% of O'Rourke & Company's portfolio in Q2 2026, its #135 holding.
  • O'Rourke & Company first reported a position in iShares Global REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.