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Wilmington Savings Fund Society’s iShares Global REIT ETF REET Stock Holding History

Wilmington Savings Fund Society’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 		$35.6K Buy
1,290
+975
+310% +$26.4K ﹤0.01% 964
2026
Q1 		$7.92K Buy
+315
New +$8.18K ﹤0.01% 1218
2025
Q3 		– Sell
-500
Closed -$12.3K – 1903
2025
Q2 		$12.3K Buy
+500
New +$12.1K ﹤0.01% 1579
2025
Q1 		– Sell
-169
Closed -$4.05K – 2132
2024
Q4 		$4.05K Buy
+169
New +$4.32K ﹤0.01% 1838

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

Wilmington Savings Fund Society's REET Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its iShares Global REIT ETF (REET) stake by 310% in Q2 2026, buying an estimated $26.4K and bringing the position to 1,290 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Wilmington Savings Fund Society first reported a position in REET in Q4 2024 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Wilmington Savings Fund Society held 1,290 shares of iShares Global REIT ETF worth $35.6K as of Q2 2026.
  • Wilmington Savings Fund Society bought 975 iShares Global REIT ETF shares in Q2 2026, an estimated $26.4K.
  • iShares Global REIT ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #964 holding.
  • Wilmington Savings Fund Society first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 4 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.