OFG
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Oxford Financial Group’s iShares Global REIT ETF REET Stock Holding History

Oxford Financial Group’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 		$1.18M Sell
42,841
-3,161
-7% -$85.7K 0.06% 97
2026
Q1 		$1.16M Sell
46,002
-370
-0.8% -$9.61K 0.06% 92
2025
Q4 		$1.16M Sell
46,372
-8,480
-15% -$214K 0.06% 83
2025
Q3 		$1.4M Sell
54,852
-1,500
-3% -$37.6K 0.08% 70
2025
Q2 		$1.39M Buy
56,352
+738
+1% +$17.9K 0.08% 64
2025
Q1 		$1.35M Hold
55,614
– – 0.09% 61
2024
Q4 		$1.33M Sell
55,614
-2,487,646
-98% -$63.5M 0.09% 72
2024
Q3 		$67.9M Sell
2,543,260
-66,640
-3% -$1.69M 4.3% 8
2024
Q2 		$60.7M Buy
2,609,900
+54,306
+2% +$1.24M 4% 8
2024
Q1 		$60.5M Sell
2,555,594
-4,214
-0.2% -$98.6K 4.2% 7
2023
Q4 		$61.9M Buy
2,559,808
+2,297,209
+875% +$50.2M 4.54% 7
2023
Q3 		$5.56M Sell
262,599
-57,287
-18% -$1.31M 0.48% 29
2023
Q2 		$7.35M Sell
319,886
-128,917
-29% -$2.94M 0.7% 20
2023
Q1 		$10.3M Sell
448,803
-9,190
-2% -$217K 1.15% 17
2022
Q4 		$10.4M Buy
457,993
+331,019
+261% +$7.38M 1.21% 17
2022
Q3 		$2.7M Sell
126,974
-180,026
-59% -$4.44M 0.41% 29
2022
Q2 		$7.42M Buy
307,000
+168,654
+122% +$4.49M 1.09% 15
2022
Q1 		$4.04M Sell
138,346
-10,780
-7% -$308K 0.51% 25
2021
Q4 		$4.57M Sell
149,126
-8,236
-5% -$241K 0.51% 27
2021
Q3 		$4.31M Sell
157,362
-9,144
-5% -$262K 0.55% 25
2021
Q2 		$4.62M Buy
166,506
+930
+0.6% +$25.4K 0.62% 24
2021
Q1 		$4.22M Buy
165,576
+2,004
+1% +$49.5K 0.58% 24
2020
Q4 		$3.91M Buy
163,572
+124,965
+324% +$2.82M 0.57% 24
2020
Q3 		$812K Hold
38,607
– – 0.13% 70
2020
Q2 		$806K Buy
+38,607
New +$781K 0.14% 65

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

Oxford Financial Group's REET Position: Q2 2026 in Review

Oxford Financial Group reduced its iShares Global REIT ETF (REET) stake by 6.9% in Q2 2026, selling an estimated $85.7K and leaving 42,841 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #97.

Oxford Financial Group first reported a position in REET in Q2 2020 and has held it in 25 quarters since. The position peaked at $67.9M in Q3 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Oxford Financial Group held 42,841 shares of iShares Global REIT ETF worth $1.18M as of Q2 2026.
  • Oxford Financial Group sold 3,161 iShares Global REIT ETF shares in Q2 2026, an estimated $85.7K.
  • iShares Global REIT ETF made up 0.06% of Oxford Financial Group's portfolio in Q2 2026, its #97 holding.
  • Oxford Financial Group first reported a position in iShares Global REIT ETF in Q2 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's iShares Global REIT ETF position peaked at $67.9M in Q3 2024.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.