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Ishares Tr Global Reit Etf shares owned by Aegis Wealth Management

Quarter-by-quarter ownership of Ishares Tr Global Reit Etf (REET) shares owned by Aegis Wealth Management from 13F filings

Historical chart of Aegis Wealth Management investment in Ishares Tr Global Reit Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Global Reit Etf held by Aegis Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Global Reit Etf by Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 55k 25.56
2025-06-30 $1.3M 55k 24.26
2025-03-31 $1.3M 55k 24.26
2024-12-31 $1.3M 53k 23.97

More positions owned by Aegis Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Aegis Wealth Management

Top funds holding Ishares Tr Global Reit Etf

ValMark Advisers
Northwestern Mutual Wealth Management Company
BlackRock
M^T Bank Corporation
Morgan Stanley
SageView Advisory Group
Savant Capital Management
Bank Of Montreal
Sumitomo Mitsui Asset Management Company
LPL Financial
Nepc
Heritage Investment Group
PDS Planning
Partners Capital Investment Group
Goldman Sachs Group

View all funds holding Ishares Tr Global Reit Etf