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SC&H Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

SC&H Financial 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 		$3.03M Buy
109,875
+229
+0.2% +$6.21K 0.4% 33
2026
Q1 		$2.76M Sell
109,646
-5,135
-4% -$133K 0.42% 31
2025
Q4 		$2.86M Sell
114,781
-7,366
-6% -$186K 0.44% 31
2025
Q3 		$3.12M Sell
122,147
-4,307
-3% -$108K 0.51% 28
2025
Q2 		$3.12M Sell
126,454
-782
-0.6% -$18.9K 0.53% 27
2025
Q1 		$3.09M Sell
127,236
-1,749
-1% -$42.6K 0.61% 26
2024
Q4 		$3.09M Buy
128,985
+1,669
+1% +$42.6K 0.64% 26
2024
Q3 		$3.4M Buy
127,316
+4,730
+4% +$120K 0.74% 22
2024
Q2 		$2.85M Buy
122,586
+8,173
+7% +$187K 0.7% 22
2024
Q1 		$2.71M Sell
114,413
-593
-0.5% -$13.9K 0.71% 23
2023
Q4 		$2.78M Buy
115,006
+17,837
+18% +$390K 0.8% 22
2023
Q3 		$2.06M Buy
97,169
+7,036
+8% +$161K 0.68% 26
2023
Q2 		$2.07M Sell
90,133
-3,799
-4% -$86.6K 0.68% 25
2023
Q1 		$2.15M Sell
93,932
-5,596
-6% -$132K 0.79% 24
2022
Q4 		$2.26M Buy
99,528
+6,515
+7% +$145K 0.94% 20
2022
Q3 		$1.98M Buy
93,013
+34,983
+60% +$862K 0.99% 21
2022
Q2 		$1.4M Buy
58,030
+22,949
+65% +$611K 0.65% 32
2022
Q1 		$1.02M Sell
35,081
-9,009
-20% -$257K 0.49% 46
2021
Q4 		$1.35M Buy
+44,090
New +$1.29M 0.75% 30

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

SC&H Financial Advisors's REET Position: Q2 2026 in Review

SC&H Financial Advisors increased its iShares Global REIT ETF (REET) stake by 0.21% in Q2 2026, buying an estimated $6.21K and bringing the position to 109,875 shares worth $3.03M. The position accounts for 0.4% of the portfolio, ranked #33.

SC&H Financial Advisors first reported a position in REET in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.4M in Q3 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • SC&H Financial Advisors held 109,875 shares of iShares Global REIT ETF worth $3.03M as of Q2 2026.
  • SC&H Financial Advisors bought 229 iShares Global REIT ETF shares in Q2 2026, an estimated $6.21K.
  • iShares Global REIT ETF made up 0.4% of SC&H Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • SC&H Financial Advisors first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's iShares Global REIT ETF position peaked at $3.4M in Q3 2024.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.