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Waterford Advisors’s iShares Global REIT ETF REET Stock Holding History

Waterford 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 		$9.85M Buy
356,526
+14,019
+4% +$380K 2.69% 13
2026
Q1 		$8.49M Buy
+342,507
New +$8.89M 2.69% 13
2025
Q4 		– Sell
-313,620
Closed -$8.02M – 59
2025
Q3 		$8.02M Buy
313,620
+279,209
+811% +$7.01M 2.77% 12
2025
Q2 		$7.48M Sell
34,411
-265,092
-89% -$6.42M 2.76% 12
2025
Q1 		$7.27M Buy
299,503
+14,232
+5% +$346K 3.02% 12
2024
Q4 		$6.84M Buy
285,271
+15,602
+6% +$398K 3.48% 8
2024
Q3 		$7.2M Buy
269,669
+10,284
+4% +$260K 3.67% 8
2024
Q2 		$6.03M Buy
259,385
+6,376
+3% +$146K 2.53% 13
2024
Q1 		$5.99M Buy
253,009
+13,022
+5% +$305K 2.54% 13
2023
Q4 		$5.8M Buy
239,987
+10,860
+5% +$238K 2.72% 13
2023
Q3 		$4.85M Buy
229,127
+7,384
+3% +$169K 2.71% 11
2023
Q2 		$5.09M Buy
221,743
+9,314
+4% +$212K 2.45% 14
2023
Q1 		$4.87M Buy
212,429
+4,430
+2% +$105K 2.64% 12
2022
Q4 		$4.72M Buy
+207,999
New +$4.64M 2.75% 12

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

Waterford Advisors's REET Position: Q2 2026 in Review

Waterford Advisors increased its iShares Global REIT ETF (REET) stake by 4.1% in Q2 2026, buying an estimated $380K and bringing the position to 356,526 shares worth $9.85M. The position accounts for 2.69% of the portfolio, ranked #13.

Waterford Advisors first reported a position in REET in Q4 2022 and has held it in 14 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Waterford Advisors held 356,526 shares of iShares Global REIT ETF worth $9.85M as of Q2 2026.
  • Waterford Advisors bought 14,019 iShares Global REIT ETF shares in Q2 2026, an estimated $380K.
  • iShares Global REIT ETF made up 2.69% of Waterford Advisors's portfolio in Q2 2026, its #13 holding.
  • Waterford Advisors first reported a position in iShares Global REIT ETF in Q4 2022 and has held it in 14 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.