FGC
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Financial Gravity Companies’s iShares Global REIT ETF REET Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$10.5K Buy
+424
New +$10.3K ﹤0.01% 571
2024
Q4 		$10.2K Buy
+424
New +$10.8K ﹤0.01% 563

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Financial Gravity Companies's REET Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Global REIT ETF (REET) in Q2 2025: 424 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in REET as recently as Q4 2024.

Financial Gravity Companies first reported a position in REET in Q4 2024 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold REET as of Q2 2025.

  • Financial Gravity Companies held 424 shares of iShares Global REIT ETF worth $10.5K as of Q2 2025.
  • iShares Global REIT ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Global REIT ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #571 holding.
  • Financial Gravity Companies first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.