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Ishares Tr Global Reit Etf shares owned by Financial Plan

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

Historical chart of Financial Plan investment in Ishares Tr Global Reit Etf

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All positions including Ishares Tr Global Reit Etf held by Financial Plan 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 Financial Plan

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 92k 24.95

More positions owned by Financial Plan

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust State Street Spd (SPMB)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Financial Plan

Top funds holding Ishares Tr Global Reit Etf

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

View all funds holding Ishares Tr Global Reit Etf