FWMM
REET icon

Foundation Wealth Management (Missouri)’s iShares Global REIT ETF REET Stock Holding History

Foundation Wealth Management (Missouri)’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 		$1.15M Sell
41,619
-6,634
-14% -$180K 0.68% 21
2026
Q1 		$1.21M Buy
48,253
+193
+0.4% +$5.01K 0.82% 20
2025
Q4 		$1.2M Sell
48,060
-1,548
-3% -$39.1K 0.79% 22
2025
Q3 		$1.27M Buy
49,608
+823
+2% +$20.7K 0.81% 22
2025
Q2 		$1.2M Sell
48,785
-788
-2% -$19.1K 0.84% 21
2025
Q1 		$1.2M Buy
49,573
+356
+0.7% +$8.67K 0.94% 21
2024
Q4 		$1.18M Sell
49,217
-3,322
-6% -$84.8K 0.92% 20
2024
Q3 		$1.4M Sell
52,539
-3,493
-6% -$88.3K 1.06% 20
2024
Q2 		$1.3M Buy
56,032
+138
+0.2% +$3.16K 1.02% 20
2024
Q1 		$1.32M Sell
55,894
-1,103
-2% -$25.8K 1.08% 20
2023
Q4 		$1.38M Sell
56,997
-4,096
-7% -$89.6K 1.23% 19
2023
Q3 		$1.29M Sell
61,093
-18,471
-23% -$423K 1.29% 18
2023
Q2 		$1.83M Buy
79,564
+1,743
+2% +$39.7K 1.78% 17
2023
Q1 		$1.78M Buy
77,821
+715
+0.9% +$16.9K 1.84% 17
2022
Q4 		$1.75M Buy
+77,106
New +$1.72M 1.78% 16

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

Foundation Wealth Management (Missouri)'s REET Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) reduced its iShares Global REIT ETF (REET) stake by 14% in Q2 2026, selling an estimated $180K and leaving 41,619 shares worth $1.15M. The position accounts for 0.68% of the portfolio, ranked #21.

Foundation Wealth Management (Missouri) first reported a position in REET in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.83M in Q2 2023. 120 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 41,619 shares of iShares Global REIT ETF worth $1.15M as of Q2 2026.
  • Foundation Wealth Management (Missouri) sold 6,634 iShares Global REIT ETF shares in Q2 2026, an estimated $180K.
  • iShares Global REIT ETF made up 0.68% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #21 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares Global REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • Foundation Wealth Management (Missouri)'s iShares Global REIT ETF position peaked at $1.83M in Q2 2023.
  • 120 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.