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BFC Planning, Inc.’s iShares Global REIT ETF REET Stock Holding History

BFC Planning, 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 		$271K Buy
9,802
+5,606
+134% +$152K 0.01% 831
2026
Q1 		$106K Hold
4,196
– – ﹤0.01% 1087
2025
Q4 		$105K Hold
4,196
– – ﹤0.01% 1091
2025
Q3 		$107K Hold
4,196
– – 0.01% 900
2025
Q2 		$104K Hold
4,196
– – 0.01% 875
2025
Q1 		$102K Sell
4,196
-1,085
-21% -$26.4K 0.01% 862
2024
Q4 		$127K Buy
+5,281
New +$135K 0.01% 766

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 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 $179B AUM 16.96% 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
SageView Advisory Group
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

BFC Planning, Inc.'s REET Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Global REIT ETF (REET) stake by 134% in Q2 2026, buying an estimated $152K and bringing the position to 9,802 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #831.

BFC Planning, Inc. first reported a position in REET in Q4 2024 and has held it in 7 quarters since. 325 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • BFC Planning, Inc. held 9,802 shares of iShares Global REIT ETF worth $271K as of Q2 2026.
  • BFC Planning, Inc. bought 5,606 iShares Global REIT ETF shares in Q2 2026, an estimated $152K.
  • iShares Global REIT ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #831 holding.
  • BFC Planning, Inc. first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 325 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.