WA
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Westfuller Advisors’s iShares Global REIT ETF REET Stock Holding History

Westfuller 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 		$24.1K Sell
872
-1,433
-62% -$38.9K 0.01% 373
2026
Q1 		$58K Buy
2,305
+8
+0.3% +$208 0.03% 266
2025
Q4 		$57.3K Buy
2,297
+25
+1% +$632 0.02% 283
2025
Q3 		$58.1K Buy
+2,272
New +$57K 0.03% 276

Other funds holding REET

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Westfuller Advisors's REET Position: Q2 2026 in Review

Westfuller Advisors reduced its iShares Global REIT ETF (REET) stake by 62% in Q2 2026, selling an estimated $38.9K and leaving 872 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #373.

Westfuller Advisors first reported a position in REET in Q3 2025 and has held it in 4 quarters since. The position peaked at $58.1K in Q3 2025. 120 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Westfuller Advisors held 872 shares of iShares Global REIT ETF worth $24.1K as of Q2 2026.
  • Westfuller Advisors sold 1,433 iShares Global REIT ETF shares in Q2 2026, an estimated $38.9K.
  • iShares Global REIT ETF made up 0.01% of Westfuller Advisors's portfolio in Q2 2026, its #373 holding.
  • Westfuller Advisors first reported a position in iShares Global REIT ETF in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's iShares Global REIT ETF position peaked at $58.1K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.