TPWM
REET icon

Twelve Points Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Twelve Points Wealth 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 		$882K Buy
31,936
+2,331
+8% +$63.2K 0.18% 107
2026
Q1 		$745K Buy
29,605
+1,701
+6% +$44.2K 0.16% 110
2025
Q4 		$707K Buy
27,904
+1,790
+7% +$45.2K 0.16% 115
2025
Q3 		$667K Buy
26,114
+5,879
+29% +$148K 0.17% 119
2025
Q2 		$500K Buy
20,235
+1,068
+6% +$25.9K 0.13% 132
2025
Q1 		$465K Buy
19,167
+521
+3% +$12.7K 0.13% 127
2024
Q4 		$447K Sell
18,646
-4,034
-18% -$103K 0.13% 128
2024
Q3 		$605K Sell
22,680
-873
-4% -$22.1K 0.19% 110
2024
Q2 		$548K Buy
23,553
+1,270
+6% +$29K 0.19% 111
2024
Q1 		$528K Sell
22,283
-1,014
-4% -$23.7K 0.19% 110
2023
Q4 		$563K Buy
23,297
+414
+2% +$9.05K 0.27% 101
2023
Q3 		$484K Buy
22,883
+1,223
+6% +$28K 0.24% 114
2023
Q2 		$498K Buy
21,660
+1,054
+5% +$24K 0.26% 110
2023
Q1 		$472K Buy
20,606
+2,487
+14% +$58.7K 0.27% 107
2022
Q4 		$411K Sell
18,119
-561
-3% -$12.5K 0.28% 110
2022
Q3 		$397K Buy
18,680
+300
+2% +$7.39K 0.31% 109
2022
Q2 		$444K Buy
18,380
+5,353
+41% +$142K 0.34% 102
2022
Q1 		$381K Buy
+13,027
New +$372K 0.28% 114

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

Twelve Points Wealth Management's REET Position: Q2 2026 in Review

Twelve Points Wealth Management increased its iShares Global REIT ETF (REET) stake by 7.9% in Q2 2026, buying an estimated $63.2K and bringing the position to 31,936 shares worth $882K. The position accounts for 0.18% of the portfolio, ranked #107.

Twelve Points Wealth Management first reported a position in REET in Q1 2022 and has held it in 18 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Twelve Points Wealth Management held 31,936 shares of iShares Global REIT ETF worth $882K as of Q2 2026.
  • Twelve Points Wealth Management bought 2,331 iShares Global REIT ETF shares in Q2 2026, an estimated $63.2K.
  • iShares Global REIT ETF made up 0.18% of Twelve Points Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Twelve Points Wealth Management first reported a position in iShares Global REIT ETF in Q1 2022 and has held it in 18 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.