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REET icon

SimplyRich’s iShares Global REIT ETF REET Stock Holding History

SimplyRich’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 		$3.27M Sell
118,328
-9,759
-8% -$265K 0.77% 23
2026
Q1 		$3.22M Sell
128,087
-12,117
-9% -$315K 0.82% 21
2025
Q4 		$3.5M Sell
140,204
-4,382
-3% -$111K 0.91% 20
2025
Q3 		$3.69M Sell
144,586
-24,836
-15% -$623K 1% 17
2025
Q2 		$4.18M Sell
169,422
-7,099
-4% -$172K 1.17% 16
2025
Q1 		$4.28M Sell
176,521
-81,872
-32% -$1.99M 1.24% 14
2024
Q4 		$6.19M Sell
258,393
-22,941
-8% -$586K 1.77% 13
2024
Q3 		$7.51M Sell
281,334
-18,883
-6% -$478K 2.09% 10
2024
Q2 		$6.98M Sell
300,217
-10,708
-3% -$245K 2.21% 10
2024
Q1 		$7.36M Sell
310,925
-12,563
-4% -$294K 2.38% 10
2023
Q4 		$7.82M Buy
+323,488
New +$7.08M 2.69% 10
2023
Q3 		– Sell
-367,462
Closed -$8.44M – 156
2023
Q2 		$8.44M Sell
367,462
-50,032
-12% -$1.14M 3.01% 7
2023
Q1 		$9.57M Buy
417,494
+6,349
+2% +$150K 3.6% 6
2022
Q4 		$9.34M Buy
411,145
+6,049
+1% +$135K 3.72% 5
2022
Q3 		$8.62M Buy
405,096
+1,546
+0.4% +$38.1K 3.88% 6
2022
Q2 		$9.76M Buy
403,550
+477
+0.1% +$12.7K 4.05% 6
2022
Q1 		$11.8M Sell
403,073
-1,852
-0.5% -$52.9K 4.12% 6
2021
Q4 		$12.4M Buy
404,925
+14,447
+4% +$422K 4.11% 6
2021
Q3 		$10.7M Buy
+390,478
New +$11.2M 3.89% 6
2021
Q2 		– Sell
-369,375
Closed -$9.41M – 172
2021
Q1 		$9.41M Buy
369,375
+7,270
+2% +$180K 3.74% 6
2020
Q4 		$8.66M Buy
362,105
+6,935
+2% +$156K 3.87% 6
2020
Q3 		$7.47M Buy
355,170
+1,814
+0.5% +$38.8K 3.74% 6
2020
Q2 		$7.34M Buy
353,356
+45,484
+15% +$920K 4.04% 6
2020
Q1 		$5.93M Buy
307,872
+2,683
+0.9% +$68.4K 3.95% 6
2019
Q4 		$8.36M Buy
305,189
+12,015
+4% +$337K 4.2% 4
2019
Q3 		$8.21M Buy
293,174
+10,319
+4% +$283K 4.49% 4
2019
Q2 		$7.54M Buy
282,855
+3,055
+1% +$81.6K 4.17% 4
2019
Q1 		$7.48M Buy
+279,800
New +$7.2M 6.08% 4

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

SimplyRich's REET Position: Q2 2026 in Review

SimplyRich reduced its iShares Global REIT ETF (REET) stake by 7.6% in Q2 2026, selling an estimated $265K and leaving 118,328 shares worth $3.27M. The position accounts for 0.77% of the portfolio, ranked #23.

SimplyRich first reported a position in REET in Q1 2019 and has held it in 28 quarters since. The position peaked at $12.4M in Q4 2021. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • SimplyRich held 118,328 shares of iShares Global REIT ETF worth $3.27M as of Q2 2026.
  • SimplyRich sold 9,759 iShares Global REIT ETF shares in Q2 2026, an estimated $265K.
  • iShares Global REIT ETF made up 0.77% of SimplyRich's portfolio in Q2 2026, its #23 holding.
  • SimplyRich first reported a position in iShares Global REIT ETF in Q1 2019 and has held it in 28 quarters since.
  • SimplyRich's iShares Global REIT ETF position peaked at $12.4M in Q4 2021.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.