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ERn Financial LLC’s iShares Global REIT ETF REET Stock Holding History

ERn Financial LLC’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 		$12.1M Buy
439,376
+6,140
+1% +$167K 2.01% 12
2026
Q1 		$10.9M Buy
433,236
+11,954
+3% +$310K 2.05% 12
2025
Q4 		$10.5M Buy
421,282
+12,134
+3% +$307K 1.98% 14
2025
Q3 		$10.5M Sell
409,148
-3,209
-0.8% -$80.5K 2.06% 13
2025
Q2 		$10.2M Sell
412,357
-659
-0.2% -$16K 2.15% 11
2025
Q1 		$10M Sell
413,016
-7,114
-2% -$173K 1.58% 16
2024
Q4 		$10.1M Sell
420,130
-7,318
-2% -$187K 1.51% 19
2024
Q3 		$11.4M Sell
427,448
-6,239
-1% -$158K 1.74% 15
2024
Q2 		$10.1M Buy
433,687
+36,063
+9% +$825K 1.67% 15
2024
Q1 		$9.42M Buy
397,624
+55,571
+16% +$1.3M 1.63% 16
2023
Q4 		$7.93M Buy
342,053
+89,997
+36% +$1.97M 1.5% 18
2023
Q3 		$5.34M Buy
252,056
+14,131
+6% +$324K 1.16% 27
2023
Q2 		$5.47M Buy
237,925
+17,590
+8% +$401K 1.14% 26
2023
Q1 		$5.05M Buy
220,335
+12,631
+6% +$298K 1.11% 26
2022
Q4 		$4.72M Buy
207,704
+19,759
+11% +$440K 1.08% 31
2022
Q3 		$4M Buy
187,945
+5,285
+3% +$130K 1.02% 31
2022
Q2 		$4.42M Buy
182,660
+9,664
+6% +$257K 1.08% 30
2022
Q1 		$5.05M Buy
172,996
+20,202
+13% +$577K 1.12% 24
2021
Q4 		$4.68M Sell
152,794
-417
-0.3% -$12.2K 1.04% 30
2021
Q3 		$4.2M Sell
153,211
-2,405
-2% -$69K 1.08% 31
2021
Q2 		$4.31M Sell
155,616
-6,931
-4% -$189K 1.53% 21
2021
Q1 		$4.14M Sell
162,547
-2,508
-2% -$61.9K 1.6% 20
2020
Q4 		$3.95M Sell
165,055
-4,921
-3% -$111K 1.63% 20
2020
Q3 		$3.58M Buy
169,976
+5,180
+3% +$111K 1.67% 19
2020
Q2 		$3.44M Buy
164,796
+34,044
+26% +$688K 1.74% 19
2020
Q1 		$2.5M Buy
130,752
+2,479
+2% +$63.2K 1.65% 20
2019
Q4 		$3.54M Sell
128,273
-2,825
-2% -$79.3K 2.06% 15
2019
Q3 		$3.68M Sell
131,098
-3,393
-3% -$92.9K 2.63% 13
2019
Q2 		$3.59M Sell
134,491
-3,395
-2% -$90.7K 2.7% 13
2019
Q1 		$3.61M Sell
137,886
-3,618
-3% -$93.1K 2.17% 14
2018
Q4 		$3.31M Buy
+141,504
New +$3.48M 2.97% 9

Other funds holding REET

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

ERn Financial LLC's REET Position: Q2 2026 in Review

ERn Financial LLC increased its iShares Global REIT ETF (REET) stake by 1.4% in Q2 2026, buying an estimated $167K and bringing the position to 439,376 shares worth $12.1M. The position accounts for 2.01% of the portfolio, ranked #12.

ERn Financial LLC first reported a position in REET in Q4 2018 and has held it in 31 quarters since. 120 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • ERn Financial LLC held 439,376 shares of iShares Global REIT ETF worth $12.1M as of Q2 2026.
  • ERn Financial LLC bought 6,140 iShares Global REIT ETF shares in Q2 2026, an estimated $167K.
  • iShares Global REIT ETF made up 2.01% of ERn Financial LLC's portfolio in Q2 2026, its #12 holding.
  • ERn Financial LLC first reported a position in iShares Global REIT ETF in Q4 2018 and has held it in 31 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.