SIM
REET icon

Synergy Investment Management’s iShares Global REIT ETF REET Stock Holding History

Synergy Investment Management’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 		– Sell
-578
Closed -$14.5K – 1168
2026
Q1 		$14.5K Buy
+578
New +$15K ﹤0.01% 452

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

Synergy Investment Management's REET Position: Q2 2026 in Review

Synergy Investment Management sold out of iShares Global REIT ETF (REET) in Q2 2026, closing a stake of 578 shares — an estimated $14.5K sold.

Synergy Investment Management first reported a position in REET in Q1 2026 and held it in 1 quarter. The position peaked at $14.5K in Q1 2026. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Synergy Investment Management reported no remaining iShares Global REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 578 iShares Global REIT ETF shares in Q2 2026, an estimated $14.5K.
  • Synergy Investment Management first reported a position in iShares Global REIT ETF in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's iShares Global REIT ETF position peaked at $14.5K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.