Stifel Financial
REET icon

Stifel Financial’s iShares Global REIT ETF REET Stock Holding History

Stifel Financial’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 		$345K Buy
12,497
+90
+0.7% +$2.44K ﹤0.01% 3212
2026
Q1 		$312K Sell
12,407
-401
-3% -$10.4K ﹤0.01% 3158
2025
Q4 		$320K Buy
12,808
+568
+5% +$14.4K ﹤0.01% 3109
2025
Q3 		$313K Buy
12,240
+584
+5% +$14.7K ﹤0.01% 3089
2025
Q2 		$288K Buy
11,656
+364
+3% +$8.82K ﹤0.01% 3070
2025
Q1 		$274K Buy
11,292
+1,008
+10% +$24.5K ﹤0.01% 3028
2024
Q4 		$247K Sell
10,284
-65
-0.6% -$1.66K ﹤0.01% 3060
2024
Q3 		$276K Buy
10,349
+814
+9% +$20.6K ﹤0.01% 2999
2024
Q2 		$222K Sell
9,535
-24
-0.3% -$549 ﹤0.01% 3062
2024
Q1 		$226K Sell
9,559
-465
-5% -$10.9K ﹤0.01% 3042
2023
Q4 		$242K Buy
+10,024
New +$219K ﹤0.01% 2961
2019
Q4 		– Sell
-67,226
Closed -$1.9M – 3067
2019
Q3 		$1.9M Buy
+67,226
New +$1.84M ﹤0.01% 1342

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

Stifel Financial's REET Position: Q2 2026 in Review

Stifel Financial increased its iShares Global REIT ETF (REET) stake by 0.73% in Q2 2026, buying an estimated $2.44K and bringing the position to 12,497 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #3212.

Stifel Financial first reported a position in REET in Q3 2019 and has held it in 12 quarters since. The position peaked at $1.9M in Q3 2019. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Stifel Financial held 12,497 shares of iShares Global REIT ETF worth $345K as of Q2 2026.
  • Stifel Financial bought 90 iShares Global REIT ETF shares in Q2 2026, an estimated $2.44K.
  • iShares Global REIT ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3212 holding.
  • Stifel Financial first reported a position in iShares Global REIT ETF in Q3 2019 and has held it in 12 quarters since.
  • Stifel Financial's iShares Global REIT ETF position peaked at $1.9M in Q3 2019.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.