Wolff Wiese Magana’s iShares Global REIT ETF REET Stock Holding History

Wolff Wiese Magana’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	$5.52K	Hold	200	–	–	﹤0.01%	621
2026 Q1	$5.03K	Hold	200	–	–	﹤0.01%	604
2025 Q4	$4.99K	Hold	200	–	–	﹤0.01%	588
2025 Q3	$5.11K	Hold	200	–	–	﹤0.01%	590
2025 Q2	$4.94K	Hold	200	–	–	﹤0.01%	564
2025 Q1	$4.85K	Sell	200 -24	-11%	-$584	﹤0.01%	570
2024 Q4	$5.37K	Sell	224 -224	-50%	-$5.72K	﹤0.01%	540
2024 Q3	$12K	Hold	448	–	–	0.01%	406
2024 Q2	$10.4K	Hold	448	–	–	0.01%	315
2024 Q1	$10.6K	Hold	448	–	–	0.01%	288
2023 Q4	$10.8K	Hold	448	–	–	0.01%	273
2023 Q3	$9.48K	Hold	448	–	–	0.01%	355
2023 Q2	$10.3K	Hold	448	–	–	0.01%	349
2023 Q1	$10.3K	Hold	448	–	–	0.01%	349
2022 Q4	$10.2K	Hold	448	–	–	0.01%	327
2022 Q3	$10K	Hold	448	–	–	0.01%	509
2022 Q2	$11K	Buy	448 +248	+124%	+$6.6K	0.01%	523
2022 Q1	$6K	Hold	200	–	–	﹤0.01%	618
2021 Q4	$6K	Hold	200	–	–	﹤0.01%	613
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	627
2021 Q2	$6K	Hold	200	–	–	﹤0.01%	603
2021 Q1	$5K	Hold	200	–	–	﹤0.01%	592
2020 Q4	$5K	Buy	+200	New	+$4.5K	﹤0.01%	540

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

Wolff Wiese Magana's REET Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 200 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Wolff Wiese Magana first reported a position in REET in Q4 2020 and has held it in 23 quarters since. The position peaked at $12K in Q3 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Wolff Wiese Magana held 200 shares of iShares Global REIT ETF worth $5.52K as of Q2 2026.
Wolff Wiese Magana left its iShares Global REIT ETF share count unchanged in Q2 2026.
iShares Global REIT ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #621 holding.
Wolff Wiese Magana first reported a position in iShares Global REIT ETF in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's iShares Global REIT ETF position peaked at $12K in Q3 2024.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.