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Sunpointe’s iShares Global REIT ETF REET Stock Holding History

Sunpointe’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 		$343K Sell
13,636
-11,862
-47% -$308K 0.11% 181
2025
Q4 		$636K Buy
25,498
+12,219
+92% +$309K 0.21% 106
2025
Q3 		$339K Buy
+13,279
New +$333K 0.12% 167
2024
Q3 		– Sell
-93,806
Closed -$2.18M – 186
2024
Q2 		$2.18M Buy
+93,806
New +$2.14M 1.42% 15

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Sunpointe's REET Position: Q1 2026 in Review

Sunpointe reduced its iShares Global REIT ETF (REET) stake by 47% in Q1 2026, selling an estimated $308K and leaving 13,636 shares worth $343K. The position accounts for 0.11% of the portfolio, ranked #181.

Sunpointe first reported a position in REET in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.18M in Q2 2024. 299 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • Sunpointe held 13,636 shares of iShares Global REIT ETF worth $343K as of Q1 2026.
  • Sunpointe sold 11,862 iShares Global REIT ETF shares in Q1 2026, an estimated $308K.
  • iShares Global REIT ETF made up 0.11% of Sunpointe's portfolio in Q1 2026, its #181 holding.
  • Sunpointe first reported a position in iShares Global REIT ETF in Q2 2024 and has held it in 4 quarters since.
  • Sunpointe's iShares Global REIT ETF position peaked at $2.18M in Q2 2024.
  • 299 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.