PAG
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Private Advisor Group’s iShares Global REIT ETF REET Stock Holding History

Private Advisor 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 		$785K Buy
28,426
+2,721
+11% +$73.8K ﹤0.01% 1509
2026
Q1 		$646K Sell
25,705
-585
-2% -$15.2K ﹤0.01% 1699
2025
Q4 		$656K Buy
26,290
+18,094
+221% +$457K ﹤0.01% 1670
2025
Q3 		$209K Buy
+8,196
New +$206K ﹤0.01% 2306
2023
Q3 		– Sell
-16,986
Closed -$390K – 2359
2023
Q2 		$390K Buy
16,986
+6,425
+61% +$146K ﹤0.01% 1485
2023
Q1 		$242K Sell
10,561
-123
-1% -$2.9K ﹤0.01% 1689
2022
Q4 		$243 Hold
10,684
– – ﹤0.01% 1495
2022
Q3 		$227K Buy
10,684
+1
+0% +$25 ﹤0.01% 1618
2022
Q2 		$258K Buy
10,683
+509
+5% +$13.5K ﹤0.01% 1718
2022
Q1 		$297K Buy
10,174
+174
+2% +$4.97K ﹤0.01% 1682
2021
Q4 		$306K Buy
10,000
+188
+2% +$5.5K ﹤0.01% 1710
2021
Q3 		$269K Hold
9,812
– – ﹤0.01% 1753
2021
Q2 		$272K Sell
9,812
-131
-1% -$3.58K ﹤0.01% 1680
2021
Q1 		$253K Sell
9,943
-1,077
-10% -$26.6K ﹤0.01% 1635
2020
Q4 		$264K Sell
11,020
-2,803
-20% -$63.1K ﹤0.01% 1518
2020
Q3 		$291K Buy
13,823
+446
+3% +$9.54K ﹤0.01% 1266
2020
Q2 		$279K Sell
13,377
-858
-6% -$17.3K ﹤0.01% 1236
2020
Q1 		$273K Sell
14,235
-997
-7% -$25.4K 0.01% 1119
2019
Q4 		$420K Sell
15,232
-47,525
-76% -$1.33M 0.01% 1124
2019
Q3 		$1.79M Sell
62,757
-5,006
-7% -$137K 0.03% 575
2019
Q2 		$1.81M Buy
67,763
+36,527
+117% +$976K 0.03% 512
2019
Q1 		$833K Sell
31,236
-20,215
-39% -$520K 0.02% 753
2018
Q4 		$1.21M Buy
51,451
+30,318
+143% +$746K 0.03% 526
2018
Q3 		$533K Sell
21,133
-6,122
-22% -$159K 0.01% 958
2018
Q2 		$699K Sell
27,255
-24,430
-47% -$612K 0.01% 615
2018
Q1 		$1.27M Buy
51,685
+31,731
+159% +$787K 0.05% 357
2017
Q4 		$516K Sell
19,954
-16,926
-46% -$437K 0.02% 648
2017
Q3 		$942K Buy
36,880
+22,767
+161% +$586K 0.02% 593
2017
Q2 		$352K Buy
+14,113
New +$362K 0.01% 996

Other funds holding REET

PL
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
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
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 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
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Private Advisor Group's REET Position: Q2 2026 in Review

Private Advisor Group increased its iShares Global REIT ETF (REET) stake by 11% in Q2 2026, buying an estimated $73.8K and bringing the position to 28,426 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Private Advisor Group first reported a position in REET in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.81M in Q2 2019. 115 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Private Advisor Group held 28,426 shares of iShares Global REIT ETF worth $785K as of Q2 2026.
  • Private Advisor Group bought 2,721 iShares Global REIT ETF shares in Q2 2026, an estimated $73.8K.
  • iShares Global REIT ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1509 holding.
  • Private Advisor Group first reported a position in iShares Global REIT ETF in Q2 2017 and has held it in 29 quarters since.
  • Private Advisor Group's iShares Global REIT ETF position peaked at $1.81M in Q2 2019.
  • 115 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.