PCIG
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Partners Capital Investment Group’s iShares Global REIT ETF REET Stock Holding History

Partners Capital Investment 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 		$45.1M Buy
1,631,844
+35,822
+2% +$971K 1.59% 16
2026
Q1 		$40.1M Buy
1,596,022
+32,215
+2% +$836K 1.51% 16
2025
Q4 		$39M Buy
1,563,807
+150,465
+11% +$3.8M 1.45% 16
2025
Q3 		$36.1M Buy
1,413,342
+75,310
+6% +$1.89M 1.44% 18
2025
Q2 		$33M Sell
1,338,032
-1,832,985
-58% -$44.4M 1.32% 18
2025
Q1 		$76.9M Buy
3,171,017
+1,220,103
+63% +$29.7M 1.3% 18
2024
Q4 		$46.8M Sell
1,950,914
-340,680
-15% -$8.7M 1.29% 24
2024
Q3 		$61.2M Sell
2,291,594
-40,978
-2% -$1.04M 0.98% 26
2024
Q2 		$53.9M Buy
2,332,572
+670,367
+40% +$15.3M 0.91% 27
2024
Q1 		$39.4M Sell
1,662,205
-667,679
-29% -$15.6M 1.06% 23
2023
Q4 		$56.3M Buy
2,329,884
+19,244
+0.8% +$421K 1.24% 17
2023
Q3 		$48.9M Sell
2,310,640
-94,564
-4% -$2.16M 1.17% 18
2023
Q2 		$55.2M Buy
2,405,204
+689,197
+40% +$15.7M 1.18% 18
2023
Q1 		$39.3M Buy
1,716,007
+31,078
+2% +$733K 1.69% 15
2022
Q4 		$38.3M Buy
1,684,929
+112,493
+7% +$2.51M 1.84% 10
2022
Q3 		$33.4M Buy
1,572,436
+87,199
+6% +$2.15M 1.98% 10
2022
Q2 		$35.9M Sell
1,485,237
-367,425
-20% -$9.78M 2.42% 8
2022
Q1 		$54.1M Buy
1,852,662
+187,452
+11% +$5.35M 2.66% 7
2021
Q4 		$51M Buy
1,665,210
+700,779
+73% +$20.5M 2.36% 10
2021
Q3 		$26.4M Sell
964,431
-30,224
-3% -$867K 1.21% 32
2021
Q2 		$27.6M Buy
994,655
+16,799
+2% +$459K 1.23% 29
2021
Q1 		$24.9M Sell
977,856
-700,080
-42% -$17.3M 1.09% 32
2020
Q4 		$40.2M Buy
1,677,936
+838,968
+100% +$18.9M 1.15% 40
2020
Q3 		$17.6M Sell
838,968
-57,315
-6% -$1.23M 1.09% 32
2020
Q2 		$18.7M Buy
896,283
+65,957
+8% +$1.33M 0.92% 27
2020
Q1 		$15.9M Buy
830,326
+205,020
+33% +$5.23M 1.09% 22
2019
Q4 		$17.3M Buy
625,306
+154,670
+33% +$4.34M 1.31% 20
2019
Q3 		$13.2M Sell
470,636
-92,910
-16% -$2.54M 1.15% 21
2019
Q2 		$15M Sell
563,546
-147,183
-21% -$3.93M 1.49% 18
2019
Q1 		$19M Buy
710,729
+316,061
+80% +$8.14M 1.87% 18
2018
Q4 		$9.24M Sell
394,668
-351,464
-47% -$8.65M 1.1% 24
2018
Q3 		$18.8M Buy
746,132
+75,136
+11% +$1.95M 2.03% 19
2018
Q2 		$17.2M Buy
670,996
+52,502
+8% +$1.31M 2.21% 17
2018
Q1 		$15.2M Buy
618,494
+580,192
+1,515% +$14.4M 2.01% 17
2017
Q4 		$999K Buy
+38,302
New +$989K 0.16% 54

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

Partners Capital Investment Group's REET Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares Global REIT ETF (REET) stake by 2.2% in Q2 2026, buying an estimated $971K and bringing the position to 1,631,844 shares worth $45.1M. The position accounts for 1.59% of the portfolio, ranked #16.

Partners Capital Investment Group first reported a position in REET in Q4 2017 and has held it in 35 quarters since. The position peaked at $76.9M in Q1 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Partners Capital Investment Group held 1,631,844 shares of iShares Global REIT ETF worth $45.1M as of Q2 2026.
  • Partners Capital Investment Group bought 35,822 iShares Global REIT ETF shares in Q2 2026, an estimated $971K.
  • iShares Global REIT ETF made up 1.59% of Partners Capital Investment Group's portfolio in Q2 2026, its #16 holding.
  • Partners Capital Investment Group first reported a position in iShares Global REIT ETF in Q4 2017 and has held it in 35 quarters since.
  • Partners Capital Investment Group's iShares Global REIT ETF position peaked at $76.9M in Q1 2025.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.