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Ishares Tr Global Reit Etf shares owned by Upper Left Wealth Management

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

Historical chart of Upper Left 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 Upper Left Wealth Management 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 Upper Left Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $226k 9.0k 24.95
2025-09-30 $215k 8.4k 25.56
2025-06-30 $206k 8.3k 24.70

More positions owned by Upper Left Wealth Management

Ishares Gold Tr Ishares New (IAU)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
World Gold Tr Spdr Gld Minis (GLDM)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Spdr Series Trust Bloomberg Intl T (BWX)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Msci China Etf (MCHI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust State Street Spd (BIL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Upper Left 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
BlackRock
M^T Bank Corporation
Polianta
Goldman Sachs Group
SageView Advisory Group
Savant Capital Management
Nepc
LPL Financial
Sumitomo Mitsui Asset Management Company
Heritage Investment Group
Partners Capital Investment Group
PDS Planning

View all funds holding Ishares Tr Global Reit Etf