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Seaside Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Seaside Wealth Management’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 		$546K Hold
19,784
– – 0.14% 39
2026
Q1 		$498K Buy
19,784
+226
+1% +$5.87K 0.14% 39
2025
Q4 		$488K Buy
19,558
+130
+0.7% +$3.28K 0.14% 40
2025
Q3 		$497K Buy
19,428
+92
+0.5% +$2.31K 0.15% 40
2025
Q2 		$478K Buy
19,336
+842
+5% +$20.4K 0.15% 38
2025
Q1 		$449K Buy
18,494
+38
+0.2% +$925 0.16% 36
2024
Q4 		$442K Buy
18,456
+91
+0.5% +$2.32K 0.16% 36
2024
Q3 		$490K Sell
18,365
-33
-0.2% -$835 0.19% 34
2024
Q2 		$428K Sell
18,398
-583
-3% -$13.3K 0.18% 36
2024
Q1 		$449K Buy
18,981
+5
+0% +$117 0.19% 32
2023
Q4 		$459K Sell
18,976
-887
-4% -$19.4K 0.21% 30
2023
Q3 		$421K Sell
19,863
-891
-4% -$20.4K 0.21% 31
2023
Q2 		$477K Sell
20,754
-164,747
-89% -$3.75M 0.25% 29
2023
Q1 		$4.26M Buy
185,501
+9,548
+5% +$225K 2.59% 9
2022
Q4 		$4M Buy
175,953
+6,851
+4% +$153K 2.64% 9
2022
Q3 		$3.72M Buy
169,102
+34,816
+26% +$858K 2.57% 9
2022
Q2 		$3.52M Buy
+134,286
New +$3.57M 2.66% 7

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

Seaside Wealth Management's REET Position: Q2 2026 in Review

Seaside Wealth Management held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 19,784 shares worth $546K. The position accounts for 0.14% of the portfolio, ranked #39.

Seaside Wealth Management first reported a position in REET in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.26M in Q1 2023. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Seaside Wealth Management held 19,784 shares of iShares Global REIT ETF worth $546K as of Q2 2026.
  • Seaside Wealth Management left its iShares Global REIT ETF share count unchanged in Q2 2026.
  • iShares Global REIT ETF made up 0.14% of Seaside Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Seaside Wealth Management first reported a position in iShares Global REIT ETF in Q2 2022 and has held it in 17 quarters since.
  • Seaside Wealth Management's iShares Global REIT ETF position peaked at $4.26M in Q1 2023.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.