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Ishares Tr Global Reit Etf shares owned by Total Wealth Planning

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

Historical chart of Total Wealth Planning investment in Ishares Tr Global Reit Etf

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All positions including Ishares Tr Global Reit Etf held by Total Wealth Planning 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 Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $520k 20k 25.56
2025-06-30 $503k 20k 24.70
2025-03-31 $507k 21k 24.26
2024-12-31 $537k 22k 23.97

More positions owned by Total Wealth Planning

Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Total Wealth Planning

Top funds holding Ishares Tr Global Reit Etf

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
Nepc
Heritage Investment Group
PDS Planning
Partners Capital Investment Group
Goldman Sachs Group
HighTower Advisors

View all funds holding Ishares Tr Global Reit Etf