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Ishares Tr Global Reit Etf shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $695k 26k 26.69
2023-09-30 $562k 27k 21.17
2022-12-31 $667k 27k 24.76
2022-09-30 $629k 27k 23.07
2022-03-31 $713k 26k 27.70

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Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Div Grwth (DGRO)
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Ishares Tr S&p 500 Val Etf (IVE)
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Abbvie (ABBV)
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Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

View all positions for WealthPlan Investment Management

Top funds holding Ishares Tr Global Reit Etf

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

View all funds holding Ishares Tr Global Reit Etf