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

Waverly 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 		$1.91M Hold
69,123
– – 0.01% 704
2026
Q1 		$1.74M Hold
69,123
– – 0.01% 674
2025
Q4 		$1.72M Buy
69,123
+1,379
+2% +$34.8K 0.01% 624
2025
Q3 		$1.73M Sell
67,744
-1,773
-3% -$44.5K 0.02% 535
2025
Q2 		$1.72M Hold
69,517
– – 0.02% 520
2025
Q1 		$1.69M Sell
69,517
-1,316
-2% -$32K 0.02% 511
2024
Q4 		$1.7M Buy
+70,833
New +$1.81M 0.03% 416

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

Waverly Advisors's REET Position: Q2 2026 in Review

Waverly Advisors held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 69,123 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #704.

Waverly Advisors first reported a position in REET in Q4 2024 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Waverly Advisors held 69,123 shares of iShares Global REIT ETF worth $1.91M as of Q2 2026.
  • Waverly Advisors left its iShares Global REIT ETF share count unchanged in Q2 2026.
  • iShares Global REIT ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #704 holding.
  • Waverly Advisors first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

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