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Sage Mountain Advisors’s iShares Global REIT ETF REET Stock Holding History

Sage Mountain Advisors’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 		$33.4K Hold
1,210
– – ﹤0.01% 279
2026
Q1 		$30.4K Hold
1,210
– – ﹤0.01% 258
2025
Q4 		$30.2K Sell
1,210
-2,521
-68% -$63.7K ﹤0.01% 536
2025
Q3 		$95.4K Hold
3,731
– – 0.01% 494
2025
Q2 		$92.2K Hold
3,731
– – 0.01% 443
2025
Q1 		$90.5K Sell
3,731
-800
-18% -$19.5K 0.01% 420
2024
Q4 		$109K Hold
4,531
– – 0.01% 409
2024
Q3 		$121K Hold
4,531
– – 0.01% 410
2024
Q2 		$105K Sell
4,531
-3,072
-40% -$70.2K 0.01% 367
2024
Q1 		$180K Hold
7,603
– – 0.02% 322
2023
Q4 		$184K Hold
7,603
– – 0.02% 265
2023
Q3 		$161K Sell
7,603
-403
-5% -$9.23K 0.02% 262
2023
Q2 		$184K Sell
8,006
-751
-9% -$17.1K 0.03% 254
2023
Q1 		$201K Sell
8,757
-2,638
-23% -$62.3K 0.03% 235
2022
Q4 		$259K Hold
11,395
– – 0.06% 124
2022
Q3 		$242K Hold
11,395
– – 0.06% 134
2022
Q2 		$276K Hold
11,395
– – 0.05% 357
2022
Q1 		$333K Hold
11,395
– – 0.05% 360
2021
Q4 		$349K Hold
11,395
– – 0.04% 406
2021
Q3 		$312K Buy
11,395
+1,133
+11% +$32.5K 0.04% 349
2021
Q2 		$284K Buy
10,262
+110
+1% +$3K 0.05% 325
2021
Q1 		$259K Buy
+10,152
New +$251K 0.06% 256

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

Sage Mountain Advisors's REET Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 1,210 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Sage Mountain Advisors first reported a position in REET in Q1 2021 and has held it in 22 quarters since. The position peaked at $349K in Q4 2021. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Sage Mountain Advisors held 1,210 shares of iShares Global REIT ETF worth $33.4K as of Q2 2026.
  • Sage Mountain Advisors left its iShares Global REIT ETF share count unchanged in Q2 2026.
  • iShares Global REIT ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #279 holding.
  • Sage Mountain Advisors first reported a position in iShares Global REIT ETF in Q1 2021 and has held it in 22 quarters since.
  • Sage Mountain Advisors's iShares Global REIT ETF position peaked at $349K in Q4 2021.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.