Wealthcare Advisory Partners’s iShares Global REIT ETF REET Stock Holding History

Wealthcare Advisory Partners’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	$1.98M	Sell	71,611 -28,859	-29%	-$783K	0.04%	367
2026 Q1	$2.53M	Buy	+100,470	New	+$2.61M	0.05%	317
2021 Q2	–	Sell	-2,296	Closed	-$59K	–	1560
2021 Q1	$59K	Buy	+2,296	New	+$56.7K	﹤0.01%	829
2020 Q2	–	Sell	-126	Closed	-$2K	–	1115
2020 Q1	$2K	Buy	+126	New	+$3.21K	﹤0.01%	1318
2017 Q4	–	Sell	-196	Closed	-$5K	–	1163
2017 Q3	$5K	Buy	+196	New	+$5.04K	﹤0.01%	652

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

Wealthcare Advisory Partners's REET Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Global REIT ETF (REET) stake by 29% in Q2 2026, selling an estimated $783K and leaving 71,611 shares worth $1.98M. The position accounts for 0.04% of the portfolio, ranked #367.

Wealthcare Advisory Partners first reported a position in REET in Q3 2017 and has held it in 5 quarters since. The position peaked at $2.53M in Q1 2026. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Wealthcare Advisory Partners held 71,611 shares of iShares Global REIT ETF worth $1.98M as of Q2 2026.
Wealthcare Advisory Partners sold 28,859 iShares Global REIT ETF shares in Q2 2026, an estimated $783K.
iShares Global REIT ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #367 holding.
Wealthcare Advisory Partners first reported a position in iShares Global REIT ETF in Q3 2017 and has held it in 5 quarters since.
Wealthcare Advisory Partners's iShares Global REIT ETF position peaked at $2.53M in Q1 2026.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.