Rockefeller Capital Management’s iShares Global REIT ETF REET Stock Holding History

Rockefeller Capital Management’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	$229K	Sell	8,304 -1,686	-17%	-$45.7K	﹤0.01%	2531
2026 Q1	$251K	Buy	9,990 +947	+10%	+$24.6K	﹤0.01%	2354
2025 Q4	$226K	Sell	9,043 -294	-3%	-$7.43K	﹤0.01%	2304
2025 Q3	$239K	Buy	+9,337	New	+$234K	﹤0.01%	2139
2023 Q1	–	Sell	-7,846	Closed	-$178K	–	3478
2022 Q4	$178K	Sell	7,846 -975	-11%	-$21.7K	﹤0.01%	1715
2022 Q3	$187K	Buy	8,821 +53	+0.6%	+$1.31K	﹤0.01%	1681
2022 Q2	$212K	Buy	8,768 +4,942	+129%	+$132K	﹤0.01%	1613
2022 Q1	$111K	Hold	3,826	–	–	﹤0.01%	1937
2021 Q4	$117K	Hold	3,826	–	–	﹤0.01%	1865
2021 Q3	$104K	Buy	3,826 +201	+6%	+$5.77K	﹤0.01%	1853
2021 Q2	$100K	Buy	3,625 +2,784	+331%	+$76.1K	﹤0.01%	1798
2021 Q1	$21K	Buy	+841	New	+$20.8K	﹤0.01%	2264

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

Rockefeller Capital Management's REET Position: Q2 2026 in Review

Rockefeller Capital Management reduced its iShares Global REIT ETF (REET) stake by 17% in Q2 2026, selling an estimated $45.7K and leaving 8,304 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2531.

Rockefeller Capital Management first reported a position in REET in Q1 2021 and has held it in 12 quarters since. The position peaked at $251K in Q1 2026. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Rockefeller Capital Management held 8,304 shares of iShares Global REIT ETF worth $229K as of Q2 2026.
Rockefeller Capital Management sold 1,686 iShares Global REIT ETF shares in Q2 2026, an estimated $45.7K.
iShares Global REIT ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2531 holding.
Rockefeller Capital Management first reported a position in iShares Global REIT ETF in Q1 2021 and has held it in 12 quarters since.
Rockefeller Capital Management's iShares Global REIT ETF position peaked at $251K in Q1 2026.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.