RA
REET icon

RFG Advisory’s iShares Global REIT ETF REET Stock Holding History

RFG Advisory’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 		– Sell
-8,350
Closed -$210K – 1175
2026
Q1 		$210K Sell
8,350
-327
-4% -$8.49K ﹤0.01% 994
2025
Q4 		$216K Sell
8,677
-18,608
-68% -$470K ﹤0.01% 926
2025
Q3 		$697K Buy
+27,285
New +$685K 0.01% 567

Other funds holding REET

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

RFG Advisory's REET Position: Q2 2026 in Review

RFG Advisory sold out of iShares Global REIT ETF (REET) in Q2 2026, closing a stake of 8,350 shares — an estimated $210K sold.

RFG Advisory first reported a position in REET in Q3 2025 and held it in 3 quarters. The position peaked at $697K in Q3 2025. 89 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • RFG Advisory reported no remaining iShares Global REIT ETF position as of Q2 2026 after selling out during the quarter.
  • RFG Advisory sold 8,350 iShares Global REIT ETF shares in Q2 2026, an estimated $210K.
  • RFG Advisory first reported a position in iShares Global REIT ETF in Q3 2025 and held it in 3 quarters.
  • RFG Advisory's iShares Global REIT ETF position peaked at $697K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.