VA
REET icon

Valmark Advisers’s iShares Global REIT ETF REET Stock Holding History

Valmark Advisers’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 		$184M Buy
6,667,766
+187,731
+3% +$5.09M 1.95% 13
2026
Q1 		$163M Buy
6,480,035
+196,864
+3% +$5.11M 1.94% 13
2025
Q4 		$157M Buy
6,283,171
+237,762
+4% +$6.01M 1.93% 13
2025
Q3 		$155M Buy
6,045,409
+228,415
+4% +$5.73M 2% 14
2025
Q2 		$144M Buy
5,816,994
+102,585
+2% +$2.49M 2% 13
2025
Q1 		$139M Buy
5,714,409
+68,963
+1% +$1.68M 2.09% 13
2024
Q4 		$135M Buy
5,645,446
+294,000
+5% +$7.51M 2.1% 13
2024
Q3 		$143M Sell
5,351,446
-141,757
-3% -$3.59M 2.23% 13
2024
Q2 		$128M Buy
5,493,203
+337,372
+7% +$7.71M 2.17% 14
2024
Q1 		$122M Buy
5,155,831
+231,636
+5% +$5.42M 2.12% 14
2023
Q4 		$119M Sell
4,924,195
-3,926
-0.1% -$85.9K 2.23% 14
2023
Q3 		$104M Sell
4,928,121
-1,989
-0% -$45.5K 2.16% 14
2023
Q2 		$113M Buy
+4,930,110
New +$112M 2.3% 14

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valmark Advisers's REET Position: Q2 2026 in Review

Valmark Advisers increased its iShares Global REIT ETF (REET) stake by 2.9% in Q2 2026, buying an estimated $5.09M and bringing the position to 6,667,766 shares worth $184M. The position accounts for 1.95% of the portfolio, ranked #13.

Valmark Advisers first reported a position in REET in Q2 2023 and has held it in 13 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Valmark Advisers held 6,667,766 shares of iShares Global REIT ETF worth $184M as of Q2 2026.
  • Valmark Advisers bought 187,731 iShares Global REIT ETF shares in Q2 2026, an estimated $5.09M.
  • iShares Global REIT ETF made up 1.95% of Valmark Advisers's portfolio in Q2 2026, its #13 holding.
  • Valmark Advisers first reported a position in iShares Global REIT ETF in Q2 2023 and has held it in 13 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.