Y-Intercept (HK)’s iShares Global REIT ETF REET Stock Holding History

Y-Intercept (HK)’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	$2.09M	Buy	+75,821	New	+$2.06M	0.04%	677
2026 Q1	–	Sell	-47,607	Closed	-$1.19M	–	1968
2025 Q4	$1.19M	Buy	47,607 +24,801	+109%	+$627K	0.03%	904
2025 Q3	$583K	Buy	+22,806	New	+$572K	0.01%	1212
2022 Q2	–	Sell	-11,623	Closed	-$340K	–	1137
2022 Q1	$340K	Buy	11,623 +2,991	+35%	+$85.4K	0.08%	409
2021 Q4	$264K	Buy	+8,632	New	+$252K	0.06%	433

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

Y-Intercept (HK)'s REET Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in iShares Global REIT ETF (REET) in Q2 2026: 75,821 shares worth $2.09M. The stake represents 0.04% of the portfolio and ranks #677 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in REET as recently as Q4 2025.

Y-Intercept (HK) first reported a position in REET in Q4 2021 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Y-Intercept (HK) held 75,821 shares of iShares Global REIT ETF worth $2.09M as of Q2 2026.
iShares Global REIT ETF was a new Y-Intercept (HK) position in Q2 2026.
iShares Global REIT ETF made up 0.04% of Y-Intercept (HK)'s portfolio in Q2 2026, its #677 holding.
Y-Intercept (HK) first reported a position in iShares Global REIT ETF in Q4 2021 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 Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.