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Ishares Tr Global Reit Etf shares owned by Castlekeep Investment Advisors

Quarter-by-quarter ownership of Ishares Tr Global Reit Etf (REET) shares owned by Castlekeep Investment Advisors from 13F filings

Historical chart of Castlekeep Investment Advisors investment in Ishares Tr Global Reit Etf

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All positions including Ishares Tr Global Reit Etf held by Castlekeep Investment Advisors 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 Castlekeep Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 9.4k 25.56
2025-06-30 $220k 8.9k 24.70
2025-03-31 $215k 8.9k 24.26

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Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust S&p Bk Etf (KBE)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Ishares Tr Sp Smcp600vl Etf (IJS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Great Lakes Dredge & Dock Corporation (GLDD)
Golub Capital BDC (GBDC)
Midcap Financial Invstmnt Com New (MFIC)
Boeing Company (BA)
Oaktree Specialty Lending Corp (OCSL)
Citigroup Com New (C)

View all positions for Castlekeep Investment Advisors

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