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Rik Saylor Financial’s iShares Global REIT ETF REET Stock Holding History

Rik Saylor 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 		$354K Sell
12,819
-42
-0.3% -$1.14K 0.23% 75
2026
Q1 		$323K Buy
12,861
+28
+0.2% +$727 0.25% 75
2025
Q4 		$320K Buy
12,833
+41
+0.3% +$1.04K 0.23% 75
2025
Q3 		$327K Sell
12,792
-201
-2% -$5.04K 0.24% 72
2025
Q2 		$321K Sell
12,993
-161
-1% -$3.9K 0.25% 72
2025
Q1 		$319K Sell
13,154
-347
-3% -$8.45K 0.28% 67
2024
Q4 		$324K Buy
+13,501
New +$345K 0.3% 69

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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Rik Saylor Financial's REET Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares Global REIT ETF (REET) stake by 0.33% in Q2 2026, selling an estimated $1.14K and leaving 12,819 shares worth $354K. The position accounts for 0.23% of the portfolio, ranked #75.

Rik Saylor Financial first reported a position in REET in Q4 2024 and has held it in 7 quarters since. 150 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Rik Saylor Financial held 12,819 shares of iShares Global REIT ETF worth $354K as of Q2 2026.
  • Rik Saylor Financial sold 42 iShares Global REIT ETF shares in Q2 2026, an estimated $1.14K.
  • iShares Global REIT ETF made up 0.23% of Rik Saylor Financial's portfolio in Q2 2026, its #75 holding.
  • Rik Saylor Financial first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 150 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.