StoneX Group’s iShares Global REIT ETF REET Stock Holding History

StoneX Group’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	$719K	Buy	26,033 +16,730	+180%	+$454K	0.03%	440
2026 Q1	$234K	Sell	9,303 -2,511	-21%	-$65.2K	0.01%	683
2025 Q4	$295K	Buy	11,814 +2,191	+23%	+$55.4K	0.01%	706
2025 Q3	$246K	Sell	9,623 -145	-1%	-$3.64K	0.01%	760
2025 Q2	$241K	Buy	+9,768	New	+$237K	0.01%	724
2024 Q4	–	Sell	-8,118	Closed	-$217K	–	919
2024 Q3	$217K	Buy	+8,118	New	+$205K	0.02%	564
2022 Q3	–	Sell	-14,976	Closed	-$362K	–	695
2022 Q2	$362K	Sell	14,976 -3,044	-17%	-$81K	0.04%	364
2022 Q1	$526K	Buy	18,020 +4,306	+31%	+$123K	0.04%	346
2021 Q4	$420K	Buy	13,714 +772	+6%	+$22.6K	0.05%	327
2021 Q3	$355K	Sell	12,942 -103	-0.8%	-$2.96K	0.05%	319
2021 Q2	$362K	Buy	+13,045	New	+$356K	0.05%	308

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

StoneX Group's REET Position: Q2 2026 in Review

StoneX Group increased its iShares Global REIT ETF (REET) stake by 180% in Q2 2026, buying an estimated $454K and bringing the position to 26,033 shares worth $719K. The position accounts for 0.03% of the portfolio, ranked #440.

StoneX Group first reported a position in REET in Q2 2021 and has held it in 11 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

StoneX Group held 26,033 shares of iShares Global REIT ETF worth $719K as of Q2 2026.
StoneX Group bought 16,730 iShares Global REIT ETF shares in Q2 2026, an estimated $454K.
iShares Global REIT ETF made up 0.03% of StoneX Group's portfolio in Q2 2026, its #440 holding.
StoneX Group first reported a position in iShares Global REIT ETF in Q2 2021 and has held it in 11 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.