FMN
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Financial Management Network’s iShares Global REIT ETF REET Stock Holding History

Financial Management Network’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
Q3 		– Sell
-7,423
Closed -$212K – 218
2026
Q2 		$212K Buy
+7,423
New +$201K 0.03% 204
2026
Q1 		– Sell
-8,303
Closed -$208K – 202
2025
Q4 		$208K Sell
8,303
-929
-10% -$23.5K 0.03% 178
2025
Q3 		$235K Sell
9,232
-2,565
-22% -$64.4K 0.04% 165
2025
Q2 		$294K Buy
11,797
+132
+1% +$3.2K 0.05% 144
2025
Q1 		$256K Sell
11,665
-88
-0.7% -$2.14K 0.06% 138
2024
Q4 		$283K Buy
11,753
+50
+0.4% +$1.28K 0.06% 136
2024
Q3 		$306K Sell
11,703
-95
-0.8% -$2.4K 0.06% 138
2024
Q2 		$275K Buy
11,798
+1,588
+16% +$36.3K 0.07% 129
2024
Q1 		$234K Sell
10,210
-6,636
-39% -$155K 0.06% 142
2023
Q4 		$401K Sell
16,846
-1,581
-9% -$34.6K 0.12% 100
2023
Q3 		$380K Sell
18,427
-1,011
-5% -$23.1K 0.13% 102
2023
Q2 		$451K Sell
19,438
-3,165
-14% -$72.1K 0.16% 91
2023
Q1 		$517K Buy
22,603
+1,003
+5% +$23.7K 0.21% 78
2022
Q4 		$499K Buy
21,600
+234
+1% +$5.22K 0.22% 84
2022
Q3 		$470K Buy
21,366
+99
+0.5% +$2.44K 0.23% 84
2022
Q2 		$521K Sell
21,267
-1,688
-7% -$44.9K 0.28% 71
2022
Q1 		$677K Sell
22,955
-703
-3% -$20.1K 0.34% 56
2021
Q4 		$721K Sell
23,658
-4,227
-15% -$124K 0.33% 63
2021
Q3 		$776K Buy
27,885
+1,304
+5% +$37.4K 0.39% 55
2021
Q2 		$743K Buy
26,581
+7,052
+36% +$193K 0.38% 57
2021
Q1 		$532K Buy
19,529
+3,057
+19% +$75.5K 0.28% 76
2020
Q4 		$398K Buy
+16,472
New +$371K 0.24% 76

Other funds holding REET

BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Financial Management Network's REET Position: Q3 2026 in Review

Financial Management Network sold out of iShares Global REIT ETF (REET) in Q3 2026, closing a stake of 7,423 shares — an estimated $212K sold.

Financial Management Network first reported a position in REET in Q4 2020 and held it in 22 quarters. The position peaked at $776K in Q3 2021. 13 funds tracked by Wall St. Rank hold REET as of Q3 2026.

  • Financial Management Network reported no remaining iShares Global REIT ETF position as of Q3 2026 after selling out during the quarter.
  • Financial Management Network sold 7,423 iShares Global REIT ETF shares in Q3 2026, an estimated $212K.
  • Financial Management Network first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 22 quarters.
  • Financial Management Network's iShares Global REIT ETF position peaked at $776K in Q3 2021.
  • 13 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.