Private Wealth Management Group’s iShares Global REIT ETF REET Stock Holding History

Private Wealth Management 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	$302K	Sell	10,944 -2,356	-18%	-$63.9K	0.07%	83
2026 Q1	$334K	Sell	13,300 -1,067	-7%	-$27.7K	0.09%	67
2025 Q4	$358K	Sell	14,367 -951	-6%	-$24K	0.1%	67
2025 Q3	$392K	Sell	15,318 -2,030	-12%	-$51K	0.11%	61
2025 Q2	$428K	Sell	17,348 -1,394	-7%	-$33.8K	0.14%	57
2025 Q1	$455K	Sell	18,742 -2,421	-11%	-$58.9K	0.17%	50
2024 Q4	$507K	Sell	21,163 -5,953	-22%	-$152K	0.19%	48
2024 Q3	$724K	Sell	27,116 -4,724	-15%	-$119K	0.29%	39
2024 Q2	$740K	Sell	31,840 -7,983	-20%	-$183K	0.32%	38
2024 Q1	$943K	Sell	39,823 -18,954	-32%	-$443K	0.43%	32
2023 Q4	$1.42M	Buy	+58,777	New	+$1.29M	0.7%	22

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Private Wealth Management Group's REET Position: Q2 2026 in Review

Private Wealth Management Group reduced its iShares Global REIT ETF (REET) stake by 18% in Q2 2026, selling an estimated $63.9K and leaving 10,944 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #83.

Private Wealth Management Group first reported a position in REET in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.42M in Q4 2023. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Private Wealth Management Group held 10,944 shares of iShares Global REIT ETF worth $302K as of Q2 2026.
Private Wealth Management Group sold 2,356 iShares Global REIT ETF shares in Q2 2026, an estimated $63.9K.
iShares Global REIT ETF made up 0.07% of Private Wealth Management Group's portfolio in Q2 2026, its #83 holding.
Private Wealth Management Group first reported a position in iShares Global REIT ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's iShares Global REIT ETF position peaked at $1.42M in Q4 2023.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

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