SAG
REET icon

SageView Advisory Group’s iShares Global REIT ETF REET Stock Holding History

SageView Advisory Group’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 		$89.5M Sell
3,241,966
-132,148
-4% -$3.58M 2.93% 8
2026
Q1 		$84.9M Buy
3,374,114
+89,484
+3% +$2.32M 3.1% 8
2025
Q4 		$82M Buy
3,284,630
+246,331
+8% +$6.22M 2.77% 8
2025
Q3 		$77.7M Buy
3,038,299
+86,609
+3% +$2.17M 2.68% 9
2025
Q2 		$73M Buy
2,951,690
+288,303
+11% +$6.99M 2.76% 9
2025
Q1 		$64.6M Buy
2,663,387
+285,627
+12% +$6.95M 2.76% 8
2024
Q4 		$57M Buy
2,377,760
+461,046
+24% +$11.8M 2.45% 9
2024
Q3 		$51.2M Sell
1,916,714
-371,956
-16% -$9.41M 2.6% 8
2024
Q2 		$53.2M Buy
+2,288,670
New +$52.3M 2.47% 9
2024
Q1 		– Sell
-2,378,756
Closed -$55.4M – 743
2023
Q4 		$55.4M Buy
2,378,756
+716,890
+43% +$15.7M 2.39% 8
2023
Q3 		$35.2M Buy
1,661,866
+809,652
+95% +$18.5M 2.02% 9
2023
Q2 		$19.6M Buy
852,214
+211,983
+33% +$4.83M 1.09% 13
2023
Q1 		$14.7M Buy
640,231
+220,749
+53% +$5.21M 0.94% 15
2022
Q4 		$9.53M Buy
+419,482
New +$9.35M 0.77% 25

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 29.18% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's REET Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares Global REIT ETF (REET) stake by 3.9% in Q2 2026, selling an estimated $3.58M and leaving 3,241,966 shares worth $89.5M. The position accounts for 2.93% of the portfolio, ranked #8.

SageView Advisory Group first reported a position in REET in Q4 2022 and has held it in 14 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • SageView Advisory Group held 3,241,966 shares of iShares Global REIT ETF worth $89.5M as of Q2 2026.
  • SageView Advisory Group sold 132,148 iShares Global REIT ETF shares in Q2 2026, an estimated $3.58M.
  • iShares Global REIT ETF made up 2.93% of SageView Advisory Group's portfolio in Q2 2026, its #8 holding.
  • SageView Advisory Group first reported a position in iShares Global REIT ETF in Q4 2022 and has held it in 14 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.