Action Point Financial Planning’s iShares Global REIT ETF REET Stock Holding History

Action Point Financial Planning’s Portfolio REET Stock Details REET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$786K	Buy	+28,472	New	+$772K	0.08%	195

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Action Point Financial Planning's REET Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Global REIT ETF (REET) in Q2 2026: 28,472 shares worth $786K. The stake represents 0.08% of the portfolio and ranks #195 among its holdings.

320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Action Point Financial Planning held 28,472 shares of iShares Global REIT ETF worth $786K as of Q2 2026.
iShares Global REIT ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Global REIT ETF made up 0.08% of Action Point Financial Planning's portfolio in Q2 2026, its #195 holding.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.