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SVB Wealth’s iShares Global REIT ETF REET Stock Holding History

SVB Wealth’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 		$521K Sell
18,876
-8,217
-30% -$223K 0.03% 267
2026
Q1 		$681K Sell
27,093
-11,036
-29% -$287K 0.04% 235
2025
Q4 		$951K Sell
38,129
-2,792
-7% -$70.5K 0.06% 214
2025
Q3 		$1.05M Sell
40,921
-22,896
-36% -$575K 0.06% 222
2025
Q2 		$1.58M Sell
63,817
-76,430
-54% -$1.85M 0.08% 180
2025
Q1 		$3.4M Sell
140,247
-37,272
-21% -$907K 0.14% 84
2024
Q4 		$4.26M Buy
+177,519
New +$4.53M 0.08% 153
2024
Q3 		– Sell
-332,507
Closed -$7.73M – 467
2024
Q2 		$7.73M Sell
332,507
-169,618
-34% -$3.88M 0.19% 116
2024
Q1 		$11.9M Sell
502,125
-140,670
-22% -$3.29M 0.27% 97
2023
Q4 		$15.5M Sell
642,795
-60,275
-9% -$1.32M 0.38% 67
2023
Q3 		$14.9M Sell
703,070
-67,887
-9% -$1.55M 0.33% 73
2023
Q2 		$17.7M Sell
770,957
-47,971
-6% -$1.09M 0.32% 69
2023
Q1 		$18.8M Sell
818,928
-223,715
-21% -$5.28M 0.26% 75
2022
Q4 		$23.7M Buy
1,042,643
+42,393
+4% +$945K 0.32% 65
2022
Q3 		$21.3M Buy
1,000,250
+390,118
+64% +$9.61M 0.31% 62
2022
Q2 		$14.8M Buy
610,132
+133,365
+28% +$3.55M 0.23% 80
2022
Q1 		$13.9M Buy
476,767
+397,486
+501% +$11.4M 0.19% 89
2021
Q4 		$2.43M Buy
+79,281
New +$2.32M 0.04% 199

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

SVB Wealth's REET Position: Q2 2026 in Review

SVB Wealth reduced its iShares Global REIT ETF (REET) stake by 30% in Q2 2026, selling an estimated $223K and leaving 18,876 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #267.

SVB Wealth first reported a position in REET in Q4 2021 and has held it in 18 quarters since. The position peaked at $23.7M in Q4 2022. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • SVB Wealth held 18,876 shares of iShares Global REIT ETF worth $521K as of Q2 2026.
  • SVB Wealth sold 8,217 iShares Global REIT ETF shares in Q2 2026, an estimated $223K.
  • iShares Global REIT ETF made up 0.03% of SVB Wealth's portfolio in Q2 2026, its #267 holding.
  • SVB Wealth first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 18 quarters since.
  • SVB Wealth's iShares Global REIT ETF position peaked at $23.7M in Q4 2022.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.