World Investment Advisors’s iShares Global REIT ETF REET Stock Holding History

World Investment 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	$649K	Sell	25,764 -13	-0.1%	-$353	0.01%	848
2026 Q1	$648K	Sell	25,777 -294,677	-92%	-$7.65M	0.01%	874
2025 Q4	$8M	Buy	320,454 +5,725	+2%	+$145K	0.13%	180
2025 Q3	$8.04M	Sell	314,729 -1,244	-0.4%	-$31.2K	0.16%	144
2025 Q2	$7.8M	Sell	315,973 -8,236	-3%	-$200K	0.18%	131
2025 Q1	$7.87M	Buy	324,209 +33,462	+12%	+$815K	0.2%	120
2024 Q4	$6.97M	Buy	+290,747	New	+$7.42M	0.19%	124

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

World Investment Advisors's REET Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Global REIT ETF (REET) stake by 0.05% in Q2 2026, selling an estimated $353 and leaving 25,764 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #848.

World Investment Advisors first reported a position in REET in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.04M in Q3 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

World Investment Advisors held 25,764 shares of iShares Global REIT ETF worth $649K as of Q2 2026.
World Investment Advisors sold 13 iShares Global REIT ETF shares in Q2 2026, an estimated $353.
iShares Global REIT ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #848 holding.
World Investment Advisors first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 7 quarters since.
World Investment Advisors's iShares Global REIT ETF position peaked at $8.04M in Q3 2025.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.