Sanctuary Advisors’s iShares Global REIT ETF REET Stock Holding History

Sanctuary 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	$609K	Buy	22,051 +82	+0.4%	+$2.22K	﹤0.01%	1826
2026 Q1	$553K	Buy	21,969 +5,627	+34%	+$146K	﹤0.01%	1715
2025 Q4	$408K	Buy	16,342 +257	+2%	+$6.49K	﹤0.01%	1843
2025 Q3	$411K	Sell	16,085 -1,198	-7%	-$30.1K	﹤0.01%	1810
2025 Q2	$427K	Buy	17,283 +33	+0.2%	+$800	﹤0.01%	1707
2025 Q1	$418K	Sell	17,250 -789	-4%	-$19.2K	﹤0.01%	1618
2024 Q4	$440K	Sell	18,039 -1,565	-8%	-$40K	﹤0.01%	1761
2024 Q3	$507K	Buy	19,604 +1,655	+9%	+$41.9K	﹤0.01%	1695
2024 Q2	$400K	Buy	+17,949	New	+$410K	﹤0.01%	1784

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

Sanctuary Advisors's REET Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Global REIT ETF (REET) stake by 0.37% in Q2 2026, buying an estimated $2.22K and bringing the position to 22,051 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

Sanctuary Advisors first reported a position in REET in Q2 2024 and has held it in 9 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Sanctuary Advisors held 22,051 shares of iShares Global REIT ETF worth $609K as of Q2 2026.
Sanctuary Advisors bought 82 iShares Global REIT ETF shares in Q2 2026, an estimated $2.22K.
iShares Global REIT ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1826 holding.
Sanctuary Advisors first reported a position in iShares Global REIT ETF in Q2 2024 and has held it in 9 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.