Raymond James Financial’s iShares Global REIT ETF REET Stock Holding History

Raymond James Financial’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	$1.65M	Sell	59,623 -23,917	-29%	-$649K	﹤0.01%	3640
2026 Q1	$2.1M	Sell	83,540 -9,956	-11%	-$259K	﹤0.01%	3328
2025 Q4	$2.33M	Sell	93,496 -6,304	-6%	-$159K	﹤0.01%	3143
2025 Q3	$2.55M	Buy	99,800 +5,964	+6%	+$150K	﹤0.01%	2975
2025 Q2	$2.32M	Buy	93,836 +9,829	+12%	+$238K	﹤0.01%	2956
2025 Q1	$2.04M	Sell	84,007 -5,895	-7%	-$144K	﹤0.01%	2965
2024 Q4	$2.15M	Buy	+89,902	New	+$2.3M	﹤0.01%	2913

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

Raymond James Financial's REET Position: Q2 2026 in Review

Raymond James Financial reduced its iShares Global REIT ETF (REET) stake by 29% in Q2 2026, selling an estimated $649K and leaving 59,623 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #3640.

Raymond James Financial first reported a position in REET in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.55M in Q3 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Raymond James Financial held 59,623 shares of iShares Global REIT ETF worth $1.65M as of Q2 2026.
Raymond James Financial sold 23,917 iShares Global REIT ETF shares in Q2 2026, an estimated $649K.
iShares Global REIT ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3640 holding.
Raymond James Financial first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares Global REIT ETF position peaked at $2.55M in Q3 2025.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.