UBS AM’s iShares Global REIT ETF REET Stock Holding History

UBS AM’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	$414	Hold	15	–	–	﹤0.01%	3670
2026 Q1	$377	Hold	15	–	–	﹤0.01%	3741
2025 Q4	$374	Buy	+15	New	+$379	﹤0.01%	3251

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

UBS AM's REET Position: Q2 2026 in Review

UBS AM held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 15 shares worth $414. The position accounts for ﹤0.01% of the portfolio, ranked #3670.

UBS AM first reported a position in REET in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

UBS AM held 15 shares of iShares Global REIT ETF worth $414 as of Q2 2026.
UBS AM left its iShares Global REIT ETF share count unchanged in Q2 2026.
iShares Global REIT ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3670 holding.
UBS AM first reported a position in iShares Global REIT ETF in Q4 2025 and has held it in 3 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.