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Savant Capital’s iShares Global REIT ETF REET Stock Holding History

Savant Capital’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 		$71.8M Buy
2,597,306
+107,377
+4% +$2.91M 0.21% 68
2026
Q1 		$62.6M Buy
2,489,929
+29,220
+1% +$759K 0.3% 49
2025
Q4 		$61.4M Sell
2,460,709
-116,841
-5% -$2.95M 0.35% 49
2025
Q3 		$65.9M Sell
2,577,550
-41,838
-2% -$1.05M 0.4% 46
2025
Q2 		$64.7M Buy
2,619,388
+232,095
+10% +$5.62M 0.46% 38
2025
Q1 		$57.9M Buy
2,387,293
+6,050
+0.3% +$147K 0.49% 35
2024
Q4 		$57.1M Sell
2,381,243
-6,081
-0.3% -$155K 0.45% 39
2024
Q3 		$63.7M Sell
2,387,324
-49,267
-2% -$1.25M 0.53% 36
2024
Q2 		$56.7M Sell
2,436,591
-82,887
-3% -$1.9M 0.57% 30
2024
Q1 		$59.7M Sell
2,519,478
-86,052
-3% -$2.01M 0.68% 25
2023
Q4 		$63M Sell
2,605,530
-77,318
-3% -$1.69M 0.81% 24
2023
Q3 		$56.8M Buy
2,682,848
+67,163
+3% +$1.54M 0.85% 23
2023
Q2 		$60.1M Sell
2,615,685
-15,097
-0.6% -$344K 0.94% 20
2023
Q1 		$60.3M Buy
2,630,782
+63,131
+2% +$1.49M 1.12% 19
2022
Q4 		$57.2M Buy
2,567,651
+866,125
+51% +$19.3M 1.4% 17
2022
Q3 		$36.2M Buy
1,701,526
+138,846
+9% +$3.42M 1.13% 22
2022
Q2 		$37.8M Buy
1,562,680
+91,644
+6% +$2.44M 1.15% 24
2022
Q1 		$43M Buy
1,471,036
+182,318
+14% +$5.21M 1.41% 17
2021
Q4 		$39.4M Buy
1,288,718
+39,239
+3% +$1.15M 1.28% 17
2021
Q3 		$34.2M Buy
1,249,479
+14,174
+1% +$407K 1.25% 18
2021
Q2 		$34.2M Buy
1,235,305
+20,966
+2% +$573K 1.38% 17
2021
Q1 		$30.9M Buy
1,214,339
+58,830
+5% +$1.45M 1.66% 14
2020
Q4 		$27.7M Buy
1,155,509
+86,086
+8% +$1.94M 1.61% 12
2020
Q3 		$22.5M Buy
1,069,423
+41,016
+4% +$877K 1.54% 11
2020
Q2 		$21.5M Buy
1,028,407
+422,071
+70% +$8.53M 1.63% 11
2020
Q1 		$11.6M Buy
606,336
+473,821
+358% +$12.1M 1.1% 19
2019
Q4 		$3.66M Buy
132,515
+9,234
+7% +$259K 0.45% 53
2019
Q3 		$3.46M Buy
123,281
+6,850
+6% +$188K 0.48% 50
2019
Q2 		$3.1M Buy
+116,431
New +$3.11M 0.44% 55

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

Savant Capital's REET Position: Q2 2026 in Review

Savant Capital increased its iShares Global REIT ETF (REET) stake by 4.3% in Q2 2026, buying an estimated $2.91M and bringing the position to 2,597,306 shares worth $71.8M. The position accounts for 0.21% of the portfolio, ranked #68.

Savant Capital first reported a position in REET in Q2 2019 and has held it in 29 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Savant Capital held 2,597,306 shares of iShares Global REIT ETF worth $71.8M as of Q2 2026.
  • Savant Capital bought 107,377 iShares Global REIT ETF shares in Q2 2026, an estimated $2.91M.
  • iShares Global REIT ETF made up 0.21% of Savant Capital's portfolio in Q2 2026, its #68 holding.
  • Savant Capital first reported a position in iShares Global REIT ETF in Q2 2019 and has held it in 29 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.