Welch & Forbes’s iShares Global REIT ETF REET Stock Holding History

Welch & Forbes’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	$418K	Buy	+15,127	New	+$410K	0.01%	311

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

Welch & Forbes's REET Position: Q2 2026 in Review

Welch & Forbes opened a new position in iShares Global REIT ETF (REET) in Q2 2026: 15,127 shares worth $418K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings.

320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Welch & Forbes held 15,127 shares of iShares Global REIT ETF worth $418K as of Q2 2026.
iShares Global REIT ETF was a new Welch & Forbes position in Q2 2026.
iShares Global REIT ETF made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #311 holding.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.