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Ishares Tr Global Reit Etf shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group 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 Private Wealth Management Group 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 Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $724k 27k 26.69
2024-03-31 $943k 40k 23.68
2023-12-31 $1.4M 59k 24.18

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Ishares Tr Global Reit Etf

BlackRock
ValMark Advisers
Northwestern Mutual Wealth Management Company
Hsbc Holdings
M^T Bank Corporation
Morgan Stanley
Savant Capital Management
Partners Capital Investment Group
SageView Advisory Group
HighTower Advisors
Heritage Investment Group
Goldman Sachs Group
PDS Planning
Nepc
LPL Financial

View all funds holding Ishares Tr Global Reit Etf