Wealth Enhancement Advisory Services’s iShares Global REIT ETF REET Stock Holding History

Wealth Enhancement Advisory Services’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	$1.13M	Sell	40,785 -26,300	-39%	-$713K	﹤0.01%	1987
2026 Q1	$1.72M	Sell	67,085 -19,911	-23%	-$517K	﹤0.01%	1483
2025 Q4	$2.19M	Buy	86,996 +1,437	+2%	+$36.3K	﹤0.01%	1459
2025 Q3	$2.17M	Sell	85,559 -110,443	-56%	-$2.77M	﹤0.01%	1386
2025 Q2	$4.89M	Sell	196,002 -99,974	-34%	-$2.42M	0.01%	907
2025 Q1	$7.18M	Sell	295,976 -316,406	-52%	-$7.7M	0.01%	702
2024 Q4	$14.7M	Sell	612,382 -137,292	-18%	-$3.51M	0.03%	456
2024 Q3	$20M	Sell	749,674 -8,428	-1%	-$213K	0.04%	348
2024 Q2	$17.6M	Sell	758,102 -8,914	-1%	-$204K	0.04%	354
2024 Q1	$18.2M	Buy	767,016 +371,334	+94%	+$8.69M	0.05%	343
2023 Q4	$9.57M	Buy	395,682 +10,831	+3%	+$237K	0.03%	441
2023 Q3	$8.15M	Buy	384,851 +19,210	+5%	+$440K	0.03%	458
2023 Q2	$8.4M	Sell	365,641 -15,888	-4%	-$362K	0.09%	99
2023 Q1	$8.75M	Buy	381,529 +7,072	+2%	+$167K	0.1%	97
2022 Q4	$9.19M	Buy	374,457 +19,233	+5%	+$429K	0.12%	88
2022 Q3	$7.36M	Buy	355,224 +31,025	+10%	+$764K	0.11%	98
2022 Q2	$7.9M	Buy	324,199 +36,705	+13%	+$977K	0.11%	95
2022 Q1	$8.48M	Buy	287,494 +23,689	+9%	+$677K	0.11%	92
2021 Q4	$7.53M	Buy	263,805 +51,316	+24%	+$1.5M	0.11%	87
2021 Q3	$6.23M	Buy	212,489 +38,958	+22%	+$1.12M	0.09%	96
2021 Q2	$4.96M	Buy	173,531 +36,952	+27%	+$1.01M	0.08%	100
2021 Q1	$3.56M	Buy	136,579 +14,890	+12%	+$368K	0.06%	115
2020 Q4	$2.9M	Buy	121,689 +45,298	+59%	+$1.02M	0.07%	99
2020 Q3	$1.69M	Buy	76,391 +23,025	+43%	+$492K	0.04%	135
2020 Q2	$1.12M	Buy	53,366 +35,392	+197%	+$716K	0.03%	170
2020 Q1	$362K	Buy	+17,974	New	+$458K	0.01%	193

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

Wealth Enhancement Advisory Services's REET Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Global REIT ETF (REET) stake by 39% in Q2 2026, selling an estimated $713K and leaving 40,785 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Wealth Enhancement Advisory Services first reported a position in REET in Q1 2020 and has held it in 26 quarters since. The position peaked at $20M in Q3 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Wealth Enhancement Advisory Services held 40,785 shares of iShares Global REIT ETF worth $1.13M as of Q2 2026.
Wealth Enhancement Advisory Services sold 26,300 iShares Global REIT ETF shares in Q2 2026, an estimated $713K.
iShares Global REIT ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1987 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Global REIT ETF in Q1 2020 and has held it in 26 quarters since.
Wealth Enhancement Advisory Services's iShares Global REIT ETF position peaked at $20M in Q3 2024.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.