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Ishares Tr Global Reit Etf shares owned by FSM Wealth Advisors

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

Historical chart of FSM Wealth Advisors 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 FSM Wealth 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 FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 481k 25.56
2025-06-30 $11M 430k 24.74
2025-03-31 $8.2M 339k 24.26
2024-12-31 $6.3M 263k 24.05
2024-09-30 $6.5M 245k 26.69

More positions owned by FSM Wealth Advisors

J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FSM Wealth 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