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RS Crum Inc’s iShares Global REIT ETF REET Stock Holding History

RS Crum Inc’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 		$2.87M Sell
103,755
-1,060
-1% -$28.7K 0.54% 21
2026
Q1 		$2.64M Buy
104,815
+2,000
+2% +$51.9K 0.51% 22
2025
Q4 		$2.57M Hold
102,815
– – 0.51% 22
2025
Q3 		$2.63M Sell
102,815
-60
-0.1% -$1.51K 0.58% 21
2025
Q2 		$2.54M Sell
102,875
-28,405
-22% -$688K 0.61% 21
2025
Q1 		$3.18M Sell
131,280
-500
-0.4% -$12.2K 0.86% 17
2024
Q4 		$3.16M Sell
131,780
-1,575
-1% -$40.2K 0.78% 18
2024
Q3 		$3.56M Sell
133,355
-3,005
-2% -$76K 0.83% 17
2024
Q2 		$3.17M Sell
136,360
-7,715
-5% -$176K 0.83% 17
2024
Q1 		$3.41M Sell
144,075
-7,075
-5% -$166K 0.93% 15
2023
Q4 		$3.65M Sell
151,150
-29,420
-16% -$643K 1.13% 15
2023
Q3 		$3.82M Sell
180,570
-71,150
-28% -$1.63M 1.37% 17
2023
Q2 		$5.78M Sell
251,720
-23,035
-8% -$525K 2.09% 15
2023
Q1 		$6.3M Sell
274,755
-23,025
-8% -$543K 2.42% 13
2022
Q4 		$6.76M Buy
297,780
+234,280
+369% +$5.22M 3.17% 9
2022
Q3 		$1.35M Buy
63,500
+1,672
+3% +$41.2K 0.71% 25
2022
Q2 		$1.5M Buy
61,828
+16,873
+38% +$449K 0.77% 23
2022
Q1 		$1.31M Sell
44,955
-953
-2% -$27.2K 0.74% 25
2021
Q4 		$1.41M Buy
+45,908
New +$1.34M 0.78% 26

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

RS Crum Inc's REET Position: Q2 2026 in Review

RS Crum Inc reduced its iShares Global REIT ETF (REET) stake by 1% in Q2 2026, selling an estimated $28.7K and leaving 103,755 shares worth $2.87M. The position accounts for 0.54% of the portfolio, ranked #21.

RS Crum Inc first reported a position in REET in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.76M in Q4 2022. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • RS Crum Inc held 103,755 shares of iShares Global REIT ETF worth $2.87M as of Q2 2026.
  • RS Crum Inc sold 1,060 iShares Global REIT ETF shares in Q2 2026, an estimated $28.7K.
  • iShares Global REIT ETF made up 0.54% of RS Crum Inc's portfolio in Q2 2026, its #21 holding.
  • RS Crum Inc first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • RS Crum Inc's iShares Global REIT ETF position peaked at $6.76M in Q4 2022.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on RS Crum Inc's 13F filing for Q2 2026, filed 10 Aug 2026.