Osaic Holdings
REET icon

Osaic Holdings’s iShares Global REIT ETF REET Stock Holding History

Osaic Holdings’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 		$3.31M Sell
119,678
-11,172
-9% -$303K ﹤0.01% 1878
2026
Q1 		$3.29M Buy
130,850
+47,419
+57% +$1.23M ﹤0.01% 1664
2025
Q4 		$2.08M Sell
83,431
-25,373
-23% -$641K ﹤0.01% 2055
2025
Q3 		$2.78M Sell
108,804
-26,602
-20% -$668K ﹤0.01% 1901
2025
Q2 		$3.34M Sell
135,406
-13,080
-9% -$317K 0.01% 1515
2025
Q1 		$3.6M Buy
148,486
+114,405
+336% +$2.79M 0.01% 1242
2024
Q4 		$817K Sell
34,081
-724
-2% -$18.5K ﹤0.01% 2367
2024
Q3 		$929K Sell
34,805
-13,950
-29% -$353K ﹤0.01% 2306
2024
Q2 		$1.13M Sell
48,755
-13,205
-21% -$302K ﹤0.01% 2092
2024
Q1 		$1.47M Sell
61,960
-3,367
-5% -$78.8K ﹤0.01% 1953
2023
Q4 		$1.58M Sell
65,327
-45,564
-41% -$997K ﹤0.01% 2058
2023
Q3 		$2.35M Sell
110,891
-19,516
-15% -$447K ﹤0.01% 1848
2023
Q2 		$3M Buy
130,407
+16,836
+15% +$384K 0.01% 1535
2023
Q1 		$2.6M Sell
113,571
-110,888
-49% -$2.62M ﹤0.01% 1623
2022
Q4 		$5.1M Buy
224,459
+163,005
+265% +$3.63M 0.01% 1078
2022
Q3 		$1.31M Buy
61,454
+4,790
+8% +$118K ﹤0.01% 1969
2022
Q2 		$1.37M Buy
56,664
+3,561
+7% +$94.8K ﹤0.01% 1976
2022
Q1 		$4.59M Buy
53,103
+4,030
+8% +$115K 0.01% 1273
2021
Q4 		$1.5M Buy
49,073
+4,508
+10% +$132K ﹤0.01% 2029
2021
Q3 		$1.22M Buy
44,565
+4,911
+12% +$141K ﹤0.01% 2161
2021
Q2 		$1.1M Buy
39,654
+1,615
+4% +$44.1K ﹤0.01% 2273
2021
Q1 		$970K Buy
38,039
+5,438
+17% +$134K ﹤0.01% 2256
2020
Q4 		$780K Buy
32,601
+139
+0.4% +$3.13K ﹤0.01% 2248
2020
Q3 		$682K Sell
32,462
-5,781
-15% -$124K ﹤0.01% 2150
2020
Q2 		$799K Sell
38,243
-13,775
-26% -$279K ﹤0.01% 1929
2020
Q1 		$994K Buy
+52,018
New +$1.33M ﹤0.01% 1546

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

Osaic Holdings's REET Position: Q2 2026 in Review

Osaic Holdings reduced its iShares Global REIT ETF (REET) stake by 8.5% in Q2 2026, selling an estimated $303K and leaving 119,678 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Osaic Holdings first reported a position in REET in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.1M in Q4 2022. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Osaic Holdings held 119,678 shares of iShares Global REIT ETF worth $3.31M as of Q2 2026.
  • Osaic Holdings sold 11,172 iShares Global REIT ETF shares in Q2 2026, an estimated $303K.
  • iShares Global REIT ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1878 holding.
  • Osaic Holdings first reported a position in iShares Global REIT ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's iShares Global REIT ETF position peaked at $5.1M in Q4 2022.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.