XY Planning Network’s iShares Global REIT ETF REET Stock Holding History

XY Planning Network’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	$3.7M	Sell	133,840 -2,341	-2%	-$63.5K	0.46%	48
2026 Q1	$3.46M	Buy	136,181 +15,312	+13%	+$398K	0.55%	41
2025 Q4	$3.02M	Buy	120,869 +62,218	+106%	+$1.57M	0.53%	44
2025 Q3	$1.45M	Hold	58,651	–	–	0.49%	55
2025 Q2	$1.45M	Buy	+58,651	New	+$1.42M	0.49%	55

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

XY Planning Network's REET Position: Q2 2026 in Review

XY Planning Network reduced its iShares Global REIT ETF (REET) stake by 1.7% in Q2 2026, selling an estimated $63.5K and leaving 133,840 shares worth $3.7M. The position accounts for 0.46% of the portfolio, ranked #48.

XY Planning Network first reported a position in REET in Q2 2025 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

XY Planning Network held 133,840 shares of iShares Global REIT ETF worth $3.7M as of Q2 2026.
XY Planning Network sold 2,341 iShares Global REIT ETF shares in Q2 2026, an estimated $63.5K.
iShares Global REIT ETF made up 0.46% of XY Planning Network's portfolio in Q2 2026, its #48 holding.
XY Planning Network first reported a position in iShares Global REIT ETF in Q2 2025 and has held it in 5 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.