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Financial Plan Inc’s iShares Global REIT ETF REET Stock Holding History

Financial Plan Inc’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 		$2.45M Sell
88,787
-2,890
-3% -$78.4K 0.23% 35
2026
Q1 		$2.31M Sell
91,677
-67
-0.1% -$1.74K 0.25% 34
2025
Q4 		$2.29M Buy
+91,744
New +$2.32M 0.26% 34

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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

Financial Plan Inc's REET Position: Q2 2026 in Review

Financial Plan Inc reduced its iShares Global REIT ETF (REET) stake by 3.2% in Q2 2026, selling an estimated $78.4K and leaving 88,787 shares worth $2.45M. The position accounts for 0.23% of the portfolio, ranked #35.

Financial Plan Inc first reported a position in REET in Q4 2025 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Financial Plan Inc held 88,787 shares of iShares Global REIT ETF worth $2.45M as of Q2 2026.
  • Financial Plan Inc sold 2,890 iShares Global REIT ETF shares in Q2 2026, an estimated $78.4K.
  • iShares Global REIT ETF made up 0.23% of Financial Plan Inc's portfolio in Q2 2026, its #35 holding.
  • Financial Plan Inc first reported a position in iShares Global REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.