Freedom Investment Management’s iShares Global REIT ETF REET Stock Holding History

Freedom Investment Management’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	$11.8M	Buy	+469,145	New	+$12.2M	3.5%	9

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Freedom Investment Management's REET Position: Q1 2026 in Review

Freedom Investment Management opened a new position in iShares Global REIT ETF (REET) in Q1 2026: 469,145 shares worth $11.8M. The stake represents 3.5% of the portfolio and ranks #9 among its holdings.

299 funds tracked by Wall St. Rank hold REET as of Q1 2026.

Freedom Investment Management held 469,145 shares of iShares Global REIT ETF worth $11.8M as of Q1 2026.
iShares Global REIT ETF was a new Freedom Investment Management position in Q1 2026.
iShares Global REIT ETF made up 3.5% of Freedom Investment Management's portfolio in Q1 2026, its #9 holding.
299 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.