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Sumitomo Mitsui DS Asset Management’s iShares Global REIT ETF REET Stock Holding History

Sumitomo Mitsui DS Asset 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 		$12.4M Sell
449,025
-955,982
-68% -$25.9M 0.09% 178
2026
Q1 		$35.3M Sell
1,405,007
-325,136
-19% -$8.44M 0.29% 71
2025
Q4 		$43.2M Sell
1,730,143
-66,106
-4% -$1.67M 0.34% 61
2025
Q3 		$45.9M Buy
1,796,249
+758,228
+73% +$19M 0.37% 54
2025
Q2 		$25.6M Buy
1,038,021
+21,359
+2% +$518K 0.23% 81
2025
Q1 		$24.7M Buy
1,016,662
+61,255
+6% +$1.49M 0.25% 78
2024
Q4 		$22.9M Sell
955,407
-12,675
-1% -$324K 0.23% 80
2024
Q3 		$25.8M Buy
968,082
+403,494
+71% +$10.2M 0.28% 74
2024
Q2 		$13.1M Hold
564,588
– – 0.15% 120
2024
Q1 		$13.4M Hold
564,588
– – 0.17% 113
2023
Q4 		$13.7M Sell
564,588
-10,772
-2% -$236K 0.18% 120
2023
Q3 		$12.2M Buy
575,360
+67,198
+13% +$1.54M 0.19% 99
2023
Q2 		$11.7M Sell
508,162
-277,886
-35% -$6.33M 0.18% 108
2023
Q1 		$18M Buy
786,048
+137,070
+21% +$3.24M 0.32% 62
2022
Q4 		$14.7M Hold
648,978
– – 0.3% 67
2022
Q3 		$13.8M Buy
648,978
+190,327
+41% +$4.69M 0.32% 65
2022
Q2 		$11.1M Buy
458,651
+27,535
+6% +$733K 0.27% 76
2022
Q1 		$12.6M Buy
431,116
+335,557
+351% +$9.58M 0.27% 79
2021
Q4 		$2.92M Hold
95,559
– – 0.06% 269
2021
Q3 		$2.62M Sell
95,559
-272,630
-74% -$7.82M 0.06% 276
2021
Q2 		$10.2M Buy
368,189
+27,594
+8% +$754K 0.24% 90
2021
Q1 		$8.68M Buy
340,595
+26,256
+8% +$648K 0.23% 97
2020
Q4 		$7.52M Sell
314,339
-51,441
-14% -$1.16M 0.21% 102
2020
Q3 		$7.69M Buy
365,780
+13,819
+4% +$296K 0.24% 88
2020
Q2 		$7.35M Sell
351,961
-63,888
-15% -$1.29M 0.25% 85
2020
Q1 		$7.96M Buy
415,849
+146,036
+54% +$3.72M 0.33% 72
2019
Q4 		$7.45M Buy
269,813
+152,831
+131% +$4.29M 0.25% 87
2019
Q3 		$3.28M Sell
116,982
-69,590
-37% -$1.91M 0.12% 175
2019
Q2 		$4.97M Buy
186,572
+48,770
+35% +$1.3M 0.2% 107
2019
Q1 		$3.68M Buy
137,802
+27,143
+25% +$699K 0.06% 241
2018
Q4 		$2.59M Buy
110,659
+57,610
+109% +$1.42M 0.05% 266
2018
Q3 		$1.34M Buy
+53,049
New +$1.37M 0.02% 453

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

Sumitomo Mitsui DS Asset Management's REET Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its iShares Global REIT ETF (REET) stake by 68% in Q2 2026, selling an estimated $25.9M and leaving 449,025 shares worth $12.4M. The position accounts for 0.09% of the portfolio, ranked #178.

Sumitomo Mitsui DS Asset Management first reported a position in REET in Q3 2018 and has held it in 32 quarters since. The position peaked at $45.9M in Q3 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 449,025 shares of iShares Global REIT ETF worth $12.4M as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management sold 955,982 iShares Global REIT ETF shares in Q2 2026, an estimated $25.9M.
  • iShares Global REIT ETF made up 0.09% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #178 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in iShares Global REIT ETF in Q3 2018 and has held it in 32 quarters since.
  • Sumitomo Mitsui DS Asset Management's iShares Global REIT ETF position peaked at $45.9M in Q3 2025.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.