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

Sterling 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	$540K	Buy	19,534 +141	+0.7%	+$3.82K	0.13%	67
2026 Q1	$488K	Buy	19,393 +98	+0.5%	+$2.54K	0.13%	65
2025 Q4	$481K	Sell	19,295 -17,870	-48%	-$451K	0.14%	63
2025 Q3	$950K	Buy	37,165 +327	+0.9%	+$8.21K	0.29%	43
2025 Q2	$910K	Buy	+36,838	New	+$893K	0.31%	42
2024 Q4	$953K	Sell	39,764 -1,992	-5%	-$50.9K	0.35%	40
2024 Q3	$1.11M	Buy	41,756 +350	+0.8%	+$8.85K	0.42%	39
2024 Q2	$963K	Buy	41,406 +128	+0.3%	+$2.93K	0.46%	36
2024 Q1	$977K	Sell	41,278 -828	-2%	-$19.4K	0.49%	33
2023 Q4	$1.02M	Buy	+42,106	New	+$921K	0.57%	26

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Sterling Wealth Management increased its iShares Global REIT ETF (REET) stake by 0.73% in Q2 2026, buying an estimated $3.82K and bringing the position to 19,534 shares worth $540K. The position accounts for 0.13% of the portfolio, ranked #67.

Sterling Wealth Management first reported a position in REET in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.11M in Q3 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Sterling Wealth Management held 19,534 shares of iShares Global REIT ETF worth $540K as of Q2 2026.
Sterling Wealth Management bought 141 iShares Global REIT ETF shares in Q2 2026, an estimated $3.82K.
iShares Global REIT ETF made up 0.13% of Sterling Wealth Management's portfolio in Q2 2026, its #67 holding.
Sterling Wealth Management first reported a position in iShares Global REIT ETF in Q4 2023 and has held it in 10 quarters since.
Sterling Wealth Management's iShares Global REIT ETF position peaked at $1.11M in Q3 2024.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.