Upper Left Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Upper Left 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	$268K	Buy	9,693 +184	+2%	+$4.99K	0.15%	67
2026 Q1	$239K	Buy	9,509 +470	+5%	+$12.2K	0.14%	65
2025 Q4	$226K	Buy	9,039 +631	+8%	+$15.9K	0.14%	66
2025 Q3	$215K	Buy	8,408 +77	+0.9%	+$1.93K	0.13%	64
2025 Q2	$206K	Buy	+8,331	New	+$202K	0.14%	64

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

Upper Left Wealth Management's REET Position: Q2 2026 in Review

Upper Left Wealth Management increased its iShares Global REIT ETF (REET) stake by 1.9% in Q2 2026, buying an estimated $4.99K and bringing the position to 9,693 shares worth $268K. The position accounts for 0.15% of the portfolio, ranked #67.

Upper Left Wealth Management first reported a position in REET in Q2 2025 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Upper Left Wealth Management held 9,693 shares of iShares Global REIT ETF worth $268K as of Q2 2026.
Upper Left Wealth Management bought 184 iShares Global REIT ETF shares in Q2 2026, an estimated $4.99K.
iShares Global REIT ETF made up 0.15% of Upper Left Wealth Management's portfolio in Q2 2026, its #67 holding.
Upper Left Wealth Management first reported a position in iShares Global REIT ETF in Q2 2025 and has held it in 5 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.