Symmetry Partners’s iShares Global REIT ETF REET Stock Holding History

Symmetry Partners’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	$663K	Hold	24,011	–	–	0.03%	103
2026 Q1	$604K	Hold	24,011	–	–	0.03%	95
2025 Q4	$599K	Hold	24,011	–	–	0.04%	92
2025 Q3	$614K	Sell	24,011 -4,124	-15%	-$104K	0.07%	82
2025 Q2	$695K	Sell	28,135 -1,143	-4%	-$27.7K	0.09%	78
2025 Q1	$710K	Sell	29,278 -1,227	-4%	-$29.9K	0.1%	74
2024 Q4	$731K	Buy	+30,505	New	+$779K	0.1%	73

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

Symmetry Partners's REET Position: Q2 2026 in Review

Symmetry Partners held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 24,011 shares worth $663K. The position accounts for 0.03% of the portfolio, ranked #103.

Symmetry Partners first reported a position in REET in Q4 2024 and has held it in 7 quarters since. The position peaked at $731K in Q4 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Symmetry Partners held 24,011 shares of iShares Global REIT ETF worth $663K as of Q2 2026.
Symmetry Partners left its iShares Global REIT ETF share count unchanged in Q2 2026.
iShares Global REIT ETF made up 0.03% of Symmetry Partners's portfolio in Q2 2026, its #103 holding.
Symmetry Partners first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 7 quarters since.
Symmetry Partners's iShares Global REIT ETF position peaked at $731K in Q4 2024.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.