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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
Q2 		$370K Sell
13,390
-246
-2% -$6.67K 0.11% 173
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 $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 29.18% 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

Sunpointe's REET Position: Q2 2026 in Review

Sunpointe reduced its iShares Global REIT ETF (REET) stake by 1.8% in Q2 2026, selling an estimated $6.67K and leaving 13,390 shares worth $370K. The position accounts for 0.11% of the portfolio, ranked #173.

Sunpointe first reported a position in REET in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.18M in Q2 2024. 321 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Sunpointe held 13,390 shares of iShares Global REIT ETF worth $370K as of Q2 2026.
  • Sunpointe sold 246 iShares Global REIT ETF shares in Q2 2026, an estimated $6.67K.
  • iShares Global REIT ETF made up 0.11% of Sunpointe's portfolio in Q2 2026, its #173 holding.
  • Sunpointe first reported a position in iShares Global REIT ETF in Q2 2024 and has held it in 5 quarters since.
  • Sunpointe's iShares Global REIT ETF position peaked at $2.18M in Q2 2024.
  • 321 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.