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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
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

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VA
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Financial Plan Inc's REET Position: Q1 2026 in Review

Financial Plan Inc reduced its iShares Global REIT ETF (REET) stake by 0.07% in Q1 2026, selling an estimated $1.74K and leaving 91,677 shares worth $2.31M. The position accounts for 0.25% of the portfolio, ranked #34.

Financial Plan Inc first reported a position in REET in Q4 2025 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • Financial Plan Inc held 91,677 shares of iShares Global REIT ETF worth $2.31M as of Q1 2026.
  • Financial Plan Inc sold 67 iShares Global REIT ETF shares in Q1 2026, an estimated $1.74K.
  • iShares Global REIT ETF made up 0.25% of Financial Plan Inc's portfolio in Q1 2026, its #34 holding.
  • Financial Plan Inc first reported a position in iShares Global REIT ETF in Q4 2025 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.