SYM Financial Corp’s iShares Global REIT ETF REET Stock Holding History

SYM Financial Corp’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	$26.2K	Hold	948	–	–	﹤0.01%	455
2026 Q1	$23.8K	Hold	948	–	–	﹤0.01%	385
2025 Q4	$23.7K	Hold	948	–	–	﹤0.01%	387
2025 Q3	$24.2K	Hold	948	–	–	﹤0.01%	379
2025 Q2	$23.4K	Sell	948 -465	-33%	-$11.3K	﹤0.01%	381
2025 Q1	$34.3K	Hold	1,413	–	–	﹤0.01%	317
2024 Q4	$33.9K	Hold	1,413	–	–	﹤0.01%	291
2024 Q3	$37.7K	Hold	1,413	–	–	0.01%	229
2024 Q2	$32.9K	Sell	1,413 -3,255	-70%	-$74.4K	0.01%	217
2024 Q1	$111K	Buy	+4,668	New	+$109K	0.02%	107

Other funds holding REET

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

SYM Financial Corp's REET Position: Q2 2026 in Review

SYM Financial Corp held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 948 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

SYM Financial Corp first reported a position in REET in Q1 2024 and has held it in 10 quarters since. The position peaked at $111K in Q1 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

SYM Financial Corp held 948 shares of iShares Global REIT ETF worth $26.2K as of Q2 2026.
SYM Financial Corp left its iShares Global REIT ETF share count unchanged in Q2 2026.
iShares Global REIT ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #455 holding.
SYM Financial Corp first reported a position in iShares Global REIT ETF in Q1 2024 and has held it in 10 quarters since.
SYM Financial Corp's iShares Global REIT ETF position peaked at $111K in Q1 2024.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.