Navigate Wealth Management »

Ishares Tr Global Reit Etf shares owned by Navigate Wealth Management

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

Historical chart of Navigate 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 Navigate Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $456k 17k 27.04

More positions owned by Navigate Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Navigate Wealth Management

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
Morgan Stanley
SageView Advisory Group
Goldman Sachs Group
Savant Capital Management
Nepc
LPL Financial
Heritage Investment Group
Partners Capital Investment Group

View all funds holding Ishares Tr Global Reit Etf