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Simplicity Wealth’s iShares Global REIT ETF REET Stock Holding History

Simplicity Wealth’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 		$3.04M Buy
110,221
+36,437
+49% +$988K 0.1% 204
2026
Q1 		$1.86M Buy
73,784
+15,262
+26% +$396K 0.11% 189
2025
Q4 		$1.46M Sell
58,522
-13,224
-18% -$334K 0.09% 221
2025
Q3 		$1.83M Buy
71,746
+38,453
+115% +$965K 0.11% 197
2025
Q2 		$822K Buy
33,293
+5,530
+20% +$134K 0.03% 369
2025
Q1 		$674K Buy
27,763
+9,962
+56% +$243K 0.05% 296
2024
Q4 		$427K Buy
17,801
+1,825
+11% +$46.6K 0.09% 185
2024
Q3 		$426K Buy
+15,976
New +$404K 0.04% 325

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

Simplicity Wealth's REET Position: Q2 2026 in Review

Simplicity Wealth increased its iShares Global REIT ETF (REET) stake by 49% in Q2 2026, buying an estimated $988K and bringing the position to 110,221 shares worth $3.04M. The position accounts for 0.1% of the portfolio, ranked #204.

Simplicity Wealth first reported a position in REET in Q3 2024 and has held it in 8 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Simplicity Wealth held 110,221 shares of iShares Global REIT ETF worth $3.04M as of Q2 2026.
  • Simplicity Wealth bought 36,437 iShares Global REIT ETF shares in Q2 2026, an estimated $988K.
  • iShares Global REIT ETF made up 0.1% of Simplicity Wealth's portfolio in Q2 2026, its #204 holding.
  • Simplicity Wealth first reported a position in iShares Global REIT ETF in Q3 2024 and has held it in 8 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.