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Regatta Capital Group’s iShares Global REIT ETF REET Stock Holding History

Regatta Capital 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 		$332K Buy
12,025
+150
+1% +$4.07K 0.04% 168
2026
Q1 		$299K Buy
11,875
+1,000
+9% +$26K 0.05% 167
2025
Q4 		$271K Buy
10,875
+250
+2% +$6.32K 0.04% 181
2025
Q3 		$272K Buy
10,625
+395
+4% +$9.91K 0.04% 184
2025
Q2 		$253K Hold
10,230
– – 0.04% 190
2025
Q1 		$248K Sell
10,230
-155
-1% -$3.77K 0.05% 170
2024
Q4 		$249K Buy
10,385
+10
+0.1% +$255 0.05% 167
2024
Q3 		$277K Buy
10,375
+145
+1% +$3.67K 0.05% 161
2024
Q2 		$238K Hold
10,230
– – 0.05% 166
2024
Q1 		$242K Hold
10,230
– – 0.05% 162
2023
Q4 		$247K Hold
10,230
– – 0.07% 147
2023
Q3 		$217K Sell
10,230
-1,895
-16% -$43.4K 0.07% 153
2023
Q2 		$279K Buy
12,125
+600
+5% +$13.7K 0.09% 143
2023
Q1 		$262K Hold
11,525
– – 0.09% 148
2022
Q4 		$262K Buy
11,525
+1,145
+11% +$25.5K 0.09% 148
2022
Q3 		$251K Buy
+10,380
New +$256K 0.1% 140
2022
Q2 		– Sell
-10,232
Closed -$299K – 165
2022
Q1 		$299K Hold
10,232
– – 0.1% 142
2021
Q4 		$313K Buy
+10,232
New +$299K 0.11% 144

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

Regatta Capital Group's REET Position: Q2 2026 in Review

Regatta Capital Group increased its iShares Global REIT ETF (REET) stake by 1.3% in Q2 2026, buying an estimated $4.07K and bringing the position to 12,025 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #168.

Regatta Capital Group first reported a position in REET in Q4 2021 and has held it in 18 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Regatta Capital Group held 12,025 shares of iShares Global REIT ETF worth $332K as of Q2 2026.
  • Regatta Capital Group bought 150 iShares Global REIT ETF shares in Q2 2026, an estimated $4.07K.
  • iShares Global REIT ETF made up 0.04% of Regatta Capital Group's portfolio in Q2 2026, its #168 holding.
  • Regatta Capital Group first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 18 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.