Tacita Capital’s iShares Global REIT ETF REET Stock Holding History

Tacita Capital’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	$206K	Buy	7,456 +3,194	+75%	+$86.6K	0.11%	83
2026 Q1	$107K	Hold	4,262	–	–	0.06%	102
2025 Q4	$106K	Hold	4,262	–	–	0.06%	105
2025 Q3	$109K	Hold	4,262	–	–	0.07%	96
2025 Q2	$105K	Hold	4,262	–	–	0.07%	99
2025 Q1	$103K	Buy	4,262 +1,242	+41%	+$30.2K	0.07%	95
2024 Q4	$72.4K	Hold	3,020	–	–	0.05%	111
2024 Q3	$80.6K	Hold	3,020	–	–	0.05%	118
2024 Q2	$70.2K	Hold	3,020	–	–	0.05%	122
2024 Q1	$71.5K	Buy	+3,020	New	+$70.7K	0.05%	122
2021 Q1	–	Sell	-5,360	Closed	-$128K	–	207
2020 Q4	$128K	Buy	+5,360	New	+$121K	0.08%	100

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

Tacita Capital's REET Position: Q2 2026 in Review

Tacita Capital increased its iShares Global REIT ETF (REET) stake by 75% in Q2 2026, buying an estimated $86.6K and bringing the position to 7,456 shares worth $206K. The position accounts for 0.11% of the portfolio, ranked #83.

Tacita Capital first reported a position in REET in Q4 2020 and has held it in 11 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Tacita Capital held 7,456 shares of iShares Global REIT ETF worth $206K as of Q2 2026.
Tacita Capital bought 3,194 iShares Global REIT ETF shares in Q2 2026, an estimated $86.6K.
iShares Global REIT ETF made up 0.11% of Tacita Capital's portfolio in Q2 2026, its #83 holding.
Tacita Capital first reported a position in iShares Global REIT ETF in Q4 2020 and has held it in 11 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.