Peirce Capital Management’s iShares Global REIT ETF REET Stock Holding History

Peirce Capital Management’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	$1.25M	Sell	45,212 -181	-0.4%	-$4.91K	0.46%	20
2026 Q1	$1.14M	Sell	45,393 -1,661	-4%	-$43.1K	0.45%	21
2025 Q4	$1.17M	Sell	47,054 -317	-0.7%	-$8.01K	0.47%	21
2025 Q3	$1.21M	Hold	47,371	–	–	0.5%	19
2025 Q2	$1.17M	Buy	+47,371	New	+$1.15M	0.52%	21

Other funds holding REET

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

MBFW

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Peirce Capital Management's REET Position: Q2 2026 in Review

Peirce Capital Management reduced its iShares Global REIT ETF (REET) stake by 0.4% in Q2 2026, selling an estimated $4.91K and leaving 45,212 shares worth $1.25M. The position accounts for 0.46% of the portfolio, ranked #20.

Peirce Capital Management first reported a position in REET in Q2 2025 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Peirce Capital Management held 45,212 shares of iShares Global REIT ETF worth $1.25M as of Q2 2026.
Peirce Capital Management sold 181 iShares Global REIT ETF shares in Q2 2026, an estimated $4.91K.
iShares Global REIT ETF made up 0.46% of Peirce Capital Management's portfolio in Q2 2026, its #20 holding.
Peirce Capital Management first reported a position in iShares Global REIT ETF in Q2 2025 and has held it in 5 quarters since.
128 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Peirce Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.