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Waldron Private Wealth’s iShares Global REIT ETF REET Stock Holding History

Waldron Private Wealth’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 		$9.06M Sell
328,005
-12,631
-4% -$343K 0.31% 45
2026
Q1 		$8.57M Sell
340,636
-18,211
-5% -$473K 0.33% 42
2025
Q4 		$8.95M Sell
358,847
-960
-0.3% -$24.3K 0.35% 41
2025
Q3 		$9.2M Sell
359,807
-23,189
-6% -$582K 0.37% 39
2025
Q2 		$9.46M Sell
382,996
-8,497
-2% -$206K 0.41% 37
2025
Q1 		$9.5M Sell
391,493
-107,544
-22% -$2.62M 0.45% 35
2024
Q4 		$12M Sell
499,037
-4,714
-0.9% -$120K 0.48% 38
2024
Q3 		$13.4M Sell
503,751
-14,630
-3% -$370K 0.56% 34
2024
Q2 		$12.1M Sell
518,381
-15,261
-3% -$349K 0.54% 36
2024
Q1 		$12.6M Sell
533,642
-9,577
-2% -$224K 0.57% 34
2023
Q4 		$13.1M Sell
543,219
-14,502
-3% -$317K 0.62% 31
2023
Q3 		$12M Sell
557,721
-116,259
-17% -$2.66M 0.62% 32
2023
Q2 		$15.5M Buy
673,980
+15,827
+2% +$361K 0.77% 29
2023
Q1 		$15.1M Buy
658,153
+348,304
+112% +$8.22M 0.73% 30
2022
Q4 		$6.59M Hold
309,849
– – 0.41% 43
2022
Q3 		$6.59M Sell
309,849
-1,611
-0.5% -$39.7K 0.41% 43
2022
Q2 		$7.53M Buy
311,460
+26,558
+9% +$707K 0.42% 43
2022
Q1 		$8.32M Sell
284,902
-35,676
-11% -$1.02M 0.43% 43
2021
Q4 		$9.81M Buy
320,578
+21,849
+7% +$639K 0.48% 43
2021
Q3 		$8.19M Buy
298,729
+1,046
+0.4% +$30K 0.48% 42
2021
Q2 		$8.25M Sell
297,683
-4,786
-2% -$131K 0.53% 37
2021
Q1 		$7.71M Sell
302,469
-618
-0.2% -$15.3K 0.54% 35
2020
Q4 		$7.25M Buy
303,087
+17,270
+6% +$389K 0.54% 35
2020
Q3 		$6.01M Buy
+285,817
New +$6.11M 0.51% 37

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
VA
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 29.2% 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

Waldron Private Wealth's REET Position: Q2 2026 in Review

Waldron Private Wealth reduced its iShares Global REIT ETF (REET) stake by 3.7% in Q2 2026, selling an estimated $343K and leaving 328,005 shares worth $9.06M. The position accounts for 0.31% of the portfolio, ranked #45.

Waldron Private Wealth first reported a position in REET in Q3 2020 and has held it in 24 quarters since. The position peaked at $15.5M in Q2 2023. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Waldron Private Wealth held 328,005 shares of iShares Global REIT ETF worth $9.06M as of Q2 2026.
  • Waldron Private Wealth sold 12,631 iShares Global REIT ETF shares in Q2 2026, an estimated $343K.
  • iShares Global REIT ETF made up 0.31% of Waldron Private Wealth's portfolio in Q2 2026, its #45 holding.
  • Waldron Private Wealth first reported a position in iShares Global REIT ETF in Q3 2020 and has held it in 24 quarters since.
  • Waldron Private Wealth's iShares Global REIT ETF position peaked at $15.5M in Q2 2023.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.