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Rossby Financial’s iShares Global REIT ETF REET Stock Holding History

Rossby 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 		$273K Sell
9,876
-2,517
-20% -$68.3K 0.05% 323
2026
Q1 		$315K Sell
12,393
-108
-0.9% -$2.8K 0.06% 270
2025
Q4 		$312K Buy
+12,501
New +$316K 0.1% 182

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

Rossby Financial's REET Position: Q2 2026 in Review

Rossby Financial reduced its iShares Global REIT ETF (REET) stake by 20% in Q2 2026, selling an estimated $68.3K and leaving 9,876 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #323.

Rossby Financial first reported a position in REET in Q4 2025 and has held it in 3 quarters since. The position peaked at $315K in Q1 2026. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Rossby Financial held 9,876 shares of iShares Global REIT ETF worth $273K as of Q2 2026.
  • Rossby Financial sold 2,517 iShares Global REIT ETF shares in Q2 2026, an estimated $68.3K.
  • iShares Global REIT ETF made up 0.05% of Rossby Financial's portfolio in Q2 2026, its #323 holding.
  • Rossby Financial first reported a position in iShares Global REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • Rossby Financial's iShares Global REIT ETF position peaked at $315K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.