Wealth Alliance’s iShares Global REIT ETF REET Stock Holding History

Wealth Alliance’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 Q1	$357K	Sell	14,187 -41,269	-74%	-$1.07M	0.04%	385
2025 Q4	$1.38M	Buy	55,456 +471	+0.9%	+$11.9K	0.14%	141
2025 Q3	$1.41M	Buy	+54,985	New	+$1.38M	0.14%	134
2025 Q1	–	Sell	-13,486	Closed	-$323K	–	541
2024 Q4	$323K	Sell	13,486 -42,614	-76%	-$1.09M	0.04%	365
2024 Q3	$1.5M	Sell	56,100 -695	-1%	-$17.6K	0.18%	113
2024 Q2	$1.32M	Buy	56,795 +911	+2%	+$20.8K	0.17%	119
2024 Q1	$1.32M	Buy	55,884 +42,532	+319%	+$995K	0.17%	123
2023 Q4	$323K	Buy	+13,352	New	+$292K	0.05%	362
2022 Q1	–	Sell	-49,767	Closed	-$1.52M	–	477
2021 Q4	$1.52M	Sell	49,767 -336	-0.7%	-$9.82K	0.31%	68
2021 Q3	$1.37M	Sell	50,103 -3,449	-6%	-$98.9K	0.31%	66
2021 Q2	$1.48M	Sell	53,552 -814	-1%	-$22.2K	0.35%	59
2021 Q1	$1.39M	Sell	54,366 -609	-1%	-$15K	0.39%	57
2020 Q4	$1.32M	Buy	+54,975	New	+$1.24M	0.39%	57

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Wealth Alliance's REET Position: Q1 2026 in Review

Wealth Alliance reduced its iShares Global REIT ETF (REET) stake by 74% in Q1 2026, selling an estimated $1.07M and leaving 14,187 shares worth $357K. The position accounts for 0.04% of the portfolio, ranked #385.

Wealth Alliance first reported a position in REET in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.52M in Q4 2021. 299 funds tracked by Wall St. Rank hold REET as of Q1 2026.

Wealth Alliance held 14,187 shares of iShares Global REIT ETF worth $357K as of Q1 2026.
Wealth Alliance sold 41,269 iShares Global REIT ETF shares in Q1 2026, an estimated $1.07M.
iShares Global REIT ETF made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #385 holding.
Wealth Alliance first reported a position in iShares Global REIT ETF in Q4 2020 and has held it in 13 quarters since.
Wealth Alliance's iShares Global REIT ETF position peaked at $1.52M in Q4 2021.
299 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.