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Fiduciary Financial Group’s iShares Global REIT ETF REET Stock Holding History

Fiduciary Financial Group’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 		$6.62M Buy
239,851
+28,551
+14% +$774K 0.75% 28
2026
Q1 		$5.31M Buy
211,300
+27,361
+15% +$710K 0.7% 28
2025
Q4 		$4.59M Buy
183,939
+10,771
+6% +$272K 0.65% 31
2025
Q3 		$4.43M Buy
173,168
+14,661
+9% +$368K 0.7% 28
2025
Q2 		$3.94M Buy
158,507
+6,535
+4% +$158K 0.71% 29
2025
Q1 		$3.41M Buy
151,972
+23,934
+19% +$583K 0.74% 31
2024
Q4 		$2.98M Buy
128,038
+7,612
+6% +$194K 0.65% 31
2024
Q3 		$3.11M Buy
120,426
+1,799
+2% +$45.5K 0.71% 30
2024
Q2 		$2.92M Buy
+118,627
New +$2.71M 0.71% 32

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
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 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

Fiduciary Financial Group's REET Position: Q2 2026 in Review

Fiduciary Financial Group increased its iShares Global REIT ETF (REET) stake by 14% in Q2 2026, buying an estimated $774K and bringing the position to 239,851 shares worth $6.62M. The position accounts for 0.75% of the portfolio, ranked #28.

Fiduciary Financial Group first reported a position in REET in Q2 2024 and has held it in 9 quarters since. 120 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Fiduciary Financial Group held 239,851 shares of iShares Global REIT ETF worth $6.62M as of Q2 2026.
  • Fiduciary Financial Group bought 28,551 iShares Global REIT ETF shares in Q2 2026, an estimated $774K.
  • iShares Global REIT ETF made up 0.75% of Fiduciary Financial Group's portfolio in Q2 2026, its #28 holding.
  • Fiduciary Financial Group first reported a position in iShares Global REIT ETF in Q2 2024 and has held it in 9 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.