Vestmark Advisory Solutions’s iShares Global REIT ETF REET Stock Holding History

Vestmark Advisory Solutions’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	$702K	Sell	25,408 -330	-1%	-$8.95K	0.01%	1055
2026 Q1	$647K	Sell	25,738 -294,686	-92%	-$7.65M	0.01%	986
2025 Q4	$7.99M	Buy	320,424 +6,137	+2%	+$155K	0.11%	195
2025 Q3	$8.03M	Sell	314,287 -1,244	-0.4%	-$31.2K	0.15%	137
2025 Q2	$7.79M	Sell	315,531 -19,485	-6%	-$472K	0.11%	140
2025 Q1	$8.13M	Buy	+335,016	New	+$8.16M	0.21%	127

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

Vestmark Advisory Solutions's REET Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its iShares Global REIT ETF (REET) stake by 1.3% in Q2 2026, selling an estimated $8.95K and leaving 25,408 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #1055.

Vestmark Advisory Solutions first reported a position in REET in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.13M in Q1 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Vestmark Advisory Solutions held 25,408 shares of iShares Global REIT ETF worth $702K as of Q2 2026.
Vestmark Advisory Solutions sold 330 iShares Global REIT ETF shares in Q2 2026, an estimated $8.95K.
iShares Global REIT ETF made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1055 holding.
Vestmark Advisory Solutions first reported a position in iShares Global REIT ETF in Q1 2025 and has held it in 6 quarters since.
Vestmark Advisory Solutions's iShares Global REIT ETF position peaked at $8.13M in Q1 2025.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.