SMFG
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Sumitomo Mitsui Financial Group’s iShares Global REIT ETF REET Stock Holding History

Sumitomo Mitsui Financial 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 		$2.77M Sell
100,164
-1,132
-1% -$30.7K 0.05% 78
2026
Q1 		$2.55M Sell
101,296
-3,514
-3% -$91.2K 0.05% 79
2025
Q4 		$2.62M Buy
104,810
+507
+0.5% +$12.8K 0.05% 76
2025
Q3 		$2.67M Buy
104,303
+3,453
+3% +$86.7K 0.05% 71
2025
Q2 		$2.49M Buy
100,850
+3,843
+4% +$93.1K 0.04% 73
2025
Q1 		$2.35M Buy
97,007
+7,775
+9% +$189K 0.04% 73
2024
Q4 		$2.14M Sell
89,232
-4,511
-5% -$115K 0.03% 78
2024
Q3 		$2.5M Buy
93,743
+7,370
+9% +$186K 0.06% 69
2024
Q2 		$2.01M Buy
86,373
+14,587
+20% +$334K 0.06% 70
2024
Q1 		$1.7M Sell
71,786
-1,327
-2% -$31.1K 0.05% 77
2023
Q4 		$1.77M Buy
73,113
+8,713
+14% +$191K 0.06% 75
2023
Q3 		$1.36M Buy
64,400
+3,942
+7% +$90.2K 0.04% 83
2023
Q2 		$1.39M Buy
60,458
+5,269
+10% +$120K 0.04% 92
2023
Q1 		$1.27M Buy
55,189
+16,251
+42% +$384K 0.04% 99
2022
Q4 		$884K Buy
38,938
+4,959
+15% +$111K 0.03% 114
2022
Q3 		$723K Buy
33,979
+2,194
+7% +$54.1K 0.03% 126
2022
Q2 		$769K Buy
31,785
+16,480
+108% +$439K 0.02% 134
2022
Q1 		$447K Buy
15,305
+12,507
+447% +$357K 0.01% 140
2021
Q4 		$86K Buy
+2,798
New +$81.8K ﹤0.01% 164
2021
Q3 		– Sell
-4,548
Closed -$126K – 197
2021
Q2 		$126K Hold
4,548
– – ﹤0.01% 135
2021
Q1 		$116K Buy
+4,548
New +$112K ﹤0.01% 150

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 Financial Group's REET Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group reduced its iShares Global REIT ETF (REET) stake by 1.1% in Q2 2026, selling an estimated $30.7K and leaving 100,164 shares worth $2.77M. The position accounts for 0.05% of the portfolio, ranked #78.

Sumitomo Mitsui Financial Group first reported a position in REET in Q1 2021 and has held it in 21 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 100,164 shares of iShares Global REIT ETF worth $2.77M as of Q2 2026.
  • Sumitomo Mitsui Financial Group sold 1,132 iShares Global REIT ETF shares in Q2 2026, an estimated $30.7K.
  • iShares Global REIT ETF made up 0.05% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #78 holding.
  • Sumitomo Mitsui Financial Group first reported a position in iShares Global REIT ETF in Q1 2021 and has held it in 21 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.