SWM
REET icon

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

SHP 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
Q1 		$25.1K Hold
1,000
– – ﹤0.01% 671
2025
Q4 		$24.9K Buy
+1,000
New +$25.3K ﹤0.01% 634

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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SHP Wealth Management's REET Position: Q1 2026 in Review

SHP Wealth Management held its iShares Global REIT ETF (REET) position steady in Q1 2026 at 1,000 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

SHP Wealth Management first reported a position in REET in Q4 2025 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • SHP Wealth Management held 1,000 shares of iShares Global REIT ETF worth $25.1K as of Q1 2026.
  • SHP Wealth Management left its iShares Global REIT ETF share count unchanged in Q1 2026.
  • iShares Global REIT ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #671 holding.
  • SHP Wealth Management first reported a position in iShares Global REIT ETF in Q4 2025 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.