REDW Wealth
REET icon

REDW Wealth’s iShares Global REIT ETF REET Stock Holding History

REDW Wealth’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
Q3 		$211K Buy
+8,178
New +$226K 0.08% 101

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M&T Bank
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Creative Planning
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Heritage Investment Group
Heritage Investment Group Pompano Beach, Florida $732M AUM 12.6% 1-Year Est. Return
PDS Planning
PDS Planning Dublin, Ohio $1.77B AUM 16.76% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

REDW Wealth's REET Position: Q3 2026 in Review

REDW Wealth opened a new position in iShares Global REIT ETF (REET) in Q3 2026: 8,178 shares worth $211K. The stake represents 0.08% of the portfolio and ranks #101 among its holdings.

202 funds tracked by Wall St. Rank hold REET as of Q3 2026.

  • REDW Wealth held 8,178 shares of iShares Global REIT ETF worth $211K as of Q3 2026.
  • iShares Global REIT ETF was a new REDW Wealth position in Q3 2026.
  • iShares Global REIT ETF made up 0.08% of REDW Wealth's portfolio in Q3 2026, its #101 holding.
  • 202 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2026.

Based on REDW Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.