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Ishares Tr Global Reit Etf shares owned by Causey Wealth

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

Historical chart of Causey Wealth 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 Causey Wealth 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 Causey Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.1M 283k 25.15
2025-12-31 $5.9M 238k 24.95

More positions owned by Causey Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr International Sl (ISCF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Vanguard World Extended Dur (EDV)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Global Reit Etf (REET)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Causey Wealth

Top funds holding Ishares Tr Global Reit Etf

State of New Jersey Common Pension Fund D
ValMark Advisers
Northwestern Mutual Wealth Management Company
Creative Planning
M^T Bank Corporation
BlackRock
Polianta
Goldman Sachs Group
SageView Advisory Group
Savant Capital Management
Nepc
LPL Financial
Heritage Investment Group
Partners Capital Investment Group
PDS Planning

View all funds holding Ishares Tr Global Reit Etf