Sunbelt Securities’s iShares Global REIT ETF REET Stock Holding History

Sunbelt Securities’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 Q1	$2.54K	Sell	101 -15,467	-99%	-$402K	﹤0.01%	1860
2025 Q4	$388K	Sell	15,568 -594	-4%	-$15K	0.03%	464
2025 Q3	$413K	Sell	16,162 -5,694	-26%	-$143K	0.03%	436
2025 Q2	$524K	Buy	21,856 +395	+2%	+$9.57K	0.05%	339
2025 Q1	$521K	Sell	21,461 -395	-2%	-$9.62K	0.05%	312
2024 Q4	$521K	Sell	21,856 -54	-0.2%	-$1.38K	0.05%	341
2024 Q3	$585K	Buy	+21,910	New	+$554K	0.06%	318

Other funds holding REET

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

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

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

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

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

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

Polianta Ltd St Helier, Jersey $809M AUM 10% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sunbelt Securities's REET Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Global REIT ETF (REET) stake by 99% in Q1 2026, selling an estimated $402K and leaving 101 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Sunbelt Securities first reported a position in REET in Q3 2024 and has held it in 7 quarters since. The position peaked at $585K in Q3 2024. 301 funds tracked by Wall St. Rank hold REET as of Q1 2026.

Sunbelt Securities held 101 shares of iShares Global REIT ETF worth $2.54K as of Q1 2026.
Sunbelt Securities sold 15,467 iShares Global REIT ETF shares in Q1 2026, an estimated $402K.
iShares Global REIT ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1860 holding.
Sunbelt Securities first reported a position in iShares Global REIT ETF in Q3 2024 and has held it in 7 quarters since.
Sunbelt Securities's iShares Global REIT ETF position peaked at $585K in Q3 2024.
301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.