United Capital Financial Advisors
REET icon

United Capital Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

United Capital Financial Advisors’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 		$447K Buy
+16,174
New +$439K ﹤0.01% 1178
2024
Q1 		– Sell
-16,348
Closed -$395K – 1116
2023
Q4 		$395K Sell
16,348
-53,949
-77% -$1.18M ﹤0.01% 790
2023
Q3 		$1.49M Sell
70,297
-38,059
-35% -$871K 0.01% 456
2023
Q2 		$2.49M Sell
108,356
-39,584
-27% -$902K 0.01% 412
2023
Q1 		$3.39M Sell
147,940
-47,654
-24% -$1.12M 0.02% 369
2022
Q4 		$4.44M Sell
195,594
-53,214
-21% -$1.19M 0.02% 347
2022
Q3 		$5.29M Sell
248,808
-6,517
-3% -$161K 0.03% 317
2022
Q2 		$6.17M Sell
255,325
-4,476
-2% -$119K 0.03% 314
2022
Q1 		$7.59M Sell
259,801
-16,920
-6% -$483K 0.04% 307
2021
Q4 		$8.47M Sell
276,721
-786
-0.3% -$23K 0.04% 297
2021
Q3 		$7.61M Sell
277,507
-6,289
-2% -$180K 0.04% 307
2021
Q2 		$7.87M Sell
283,796
-3,194
-1% -$87.3K 0.04% 307
2021
Q1 		$7.31M Sell
286,990
-12,281
-4% -$303K 0.04% 301
2020
Q4 		$7.16M Sell
299,271
-10,696
-3% -$241K 0.04% 296
2020
Q3 		$6.52M Buy
309,967
+12,572
+4% +$269K 0.04% 299
2020
Q2 		$6.21M Buy
297,395
+25,197
+9% +$509K 0.05% 321
2020
Q1 		$5.21M Buy
272,198
+73,155
+37% +$1.87M 0.04% 329
2019
Q4 		$5.5M Buy
199,043
+153,262
+335% +$4.3M 0.04% 404
2019
Q3 		$1.29M Buy
+45,781
New +$1.25M 0.01% 677

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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
Valmark Advisers
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 29.18% 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
SageView Advisory Group
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

United Capital Financial Advisors's REET Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in iShares Global REIT ETF (REET) in Q2 2026: 16,174 shares worth $447K. The stake represents ﹤0.01% of the portfolio and ranks #1178 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in REET as recently as Q4 2023.

United Capital Financial Advisors first reported a position in REET in Q3 2019 and has held it in 19 quarters since. The position peaked at $8.47M in Q4 2021. 323 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • United Capital Financial Advisors held 16,174 shares of iShares Global REIT ETF worth $447K as of Q2 2026.
  • iShares Global REIT ETF was a new United Capital Financial Advisors position in Q2 2026.
  • iShares Global REIT ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1178 holding.
  • United Capital Financial Advisors first reported a position in iShares Global REIT ETF in Q3 2019 and has held it in 19 quarters since.
  • United Capital Financial Advisors's iShares Global REIT ETF position peaked at $8.47M in Q4 2021.
  • 323 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.