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Triumph Capital Management’s iShares Global REIT ETF REET Stock Holding History

Triumph Capital 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 		$74.7K Sell
2,703
-174
-6% -$4.72K 0.01% 560
2026
Q1 		$72.4K Sell
2,877
-362
-11% -$9.4K 0.01% 535
2025
Q4 		$80.8K Buy
+3,239
New +$81.8K 0.02% 484
2025
Q2 		– Sell
-9,680
Closed -$235K – 307
2025
Q1 		$235K Sell
9,680
-663
-6% -$16.1K 0.08% 239
2024
Q4 		$248K Buy
10,343
+994
+11% +$25.4K 0.08% 237
2024
Q3 		$250K Buy
+9,349
New +$236K 0.09% 231

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

Triumph Capital Management's REET Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares Global REIT ETF (REET) stake by 6% in Q2 2026, selling an estimated $4.72K and leaving 2,703 shares worth $74.7K. The position accounts for 0.01% of the portfolio, ranked #560.

Triumph Capital Management first reported a position in REET in Q3 2024 and has held it in 6 quarters since. The position peaked at $250K in Q3 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Triumph Capital Management held 2,703 shares of iShares Global REIT ETF worth $74.7K as of Q2 2026.
  • Triumph Capital Management sold 174 iShares Global REIT ETF shares in Q2 2026, an estimated $4.72K.
  • iShares Global REIT ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #560 holding.
  • Triumph Capital Management first reported a position in iShares Global REIT ETF in Q3 2024 and has held it in 6 quarters since.
  • Triumph Capital Management's iShares Global REIT ETF position peaked at $250K in Q3 2024.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.