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

SMART 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 		$254K Buy
+9,204
New +$250K 0.05% 200

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

SMART Wealth's REET Position: Q2 2026 in Review

SMART Wealth opened a new position in iShares Global REIT ETF (REET) in Q2 2026: 9,204 shares worth $254K. The stake represents 0.05% of the portfolio and ranks #200 among its holdings.

320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • SMART Wealth held 9,204 shares of iShares Global REIT ETF worth $254K as of Q2 2026.
  • iShares Global REIT ETF was a new SMART Wealth position in Q2 2026.
  • iShares Global REIT ETF made up 0.05% of SMART Wealth's portfolio in Q2 2026, its #200 holding.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

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