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Prime Buchholz’s iShares Global REIT ETF REET Stock Holding History

Prime Buchholz’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 		$6.5M Hold
235,330
– – 2.34% 14
2026
Q1 		$5.92M Hold
235,330
– – 3.09% 11
2025
Q4 		$5.87M Hold
235,330
– – 3.49% 10
2025
Q3 		$6.02M Hold
235,330
– – 3.31% 10
2025
Q2 		$5.81M Sell
235,330
-84,000
-26% -$2.04M 1.86% 11
2025
Q1 		$7.75M Hold
319,330
– – 2.71% 11
2024
Q4 		$7.65M Buy
+319,330
New +$8.15M 2.5% 12

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

Prime Buchholz's REET Position: Q2 2026 in Review

Prime Buchholz held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 235,330 shares worth $6.5M. The position accounts for 2.34% of the portfolio, ranked #14.

Prime Buchholz first reported a position in REET in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.75M in Q1 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Prime Buchholz held 235,330 shares of iShares Global REIT ETF worth $6.5M as of Q2 2026.
  • Prime Buchholz left its iShares Global REIT ETF share count unchanged in Q2 2026.
  • iShares Global REIT ETF made up 2.34% of Prime Buchholz's portfolio in Q2 2026, its #14 holding.
  • Prime Buchholz first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • Prime Buchholz's iShares Global REIT ETF position peaked at $7.75M in Q1 2025.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Prime Buchholz's 13F filing for Q2 2026, filed 13 Aug 2026.