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PDS Planning’s iShares Global REIT ETF REET Stock Holding History

PDS Planning’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 		$45.4M Buy
1,642,967
+63,864
+4% +$1.73M 2.63% 9
2026
Q1 		$39.7M Buy
1,579,103
+45,534
+3% +$1.18M 2.62% 10
2025
Q4 		$38.3M Buy
1,533,569
+62,927
+4% +$1.59M 2.56% 10
2025
Q3 		$37.6M Buy
1,470,642
+47,980
+3% +$1.2M 2.6% 10
2025
Q2 		$35.1M Buy
1,422,662
+63,137
+5% +$1.53M 2.62% 10
2025
Q1 		$33M Buy
1,359,525
+38,977
+3% +$949K 2.78% 10
2024
Q4 		$31.7M Buy
1,320,548
+37,154
+3% +$949K 2.81% 10
2024
Q3 		$34.3M Buy
1,283,394
+104,588
+9% +$2.65M 3.07% 9
2024
Q2 		$27.4M Buy
1,178,806
+40,251
+4% +$920K 2.77% 10
2024
Q1 		$27M Buy
1,138,555
+43,459
+4% +$1.02M 2.83% 10
2023
Q4 		$26.5M Buy
1,095,096
+152,929
+16% +$3.34M 3.02% 9
2023
Q3 		$19.9M Buy
942,167
+36,447
+4% +$834K 2.58% 10
2023
Q2 		$20.8M Buy
905,720
+117,586
+15% +$2.68M 2.66% 10
2023
Q1 		$18.1M Buy
788,134
+64,057
+9% +$1.51M 2.49% 12
2022
Q4 		$16.4M Buy
724,077
+32,673
+5% +$728K 2.63% 12
2022
Q3 		$14.7M Buy
691,404
+101,114
+17% +$2.49M 2.68% 13
2022
Q2 		$14.3M Buy
590,290
+54,812
+10% +$1.46M 2.58% 13
2022
Q1 		$15.6M Buy
535,478
+51,649
+11% +$1.48M 2.75% 12
2021
Q4 		$14.8M Buy
483,829
+73,836
+18% +$2.16M 2.83% 13
2021
Q3 		$11.2M Buy
409,993
+48,498
+13% +$1.39M 2.59% 11
2021
Q2 		$10M Buy
361,495
+79,692
+28% +$2.18M 2.44% 12
2021
Q1 		$7.18M Buy
281,803
+72,048
+34% +$1.78M 2.08% 13
2020
Q4 		$5.02M Buy
209,755
+35,373
+20% +$797K 1.72% 15
2020
Q3 		$3.67M Buy
174,382
+16,770
+11% +$359K 1.49% 18
2020
Q2 		$3.29M Buy
+157,612
New +$3.19M 1.49% 20

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 29.18% 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

PDS Planning's REET Position: Q2 2026 in Review

PDS Planning increased its iShares Global REIT ETF (REET) stake by 4% in Q2 2026, buying an estimated $1.73M and bringing the position to 1,642,967 shares worth $45.4M. The position accounts for 2.63% of the portfolio, ranked #9.

PDS Planning first reported a position in REET in Q2 2020 and has held it in 25 quarters since. 321 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • PDS Planning held 1,642,967 shares of iShares Global REIT ETF worth $45.4M as of Q2 2026.
  • PDS Planning bought 63,864 iShares Global REIT ETF shares in Q2 2026, an estimated $1.73M.
  • iShares Global REIT ETF made up 2.63% of PDS Planning's portfolio in Q2 2026, its #9 holding.
  • PDS Planning first reported a position in iShares Global REIT ETF in Q2 2020 and has held it in 25 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.