Investors Research Corp’s iShares Global REIT ETF REET Stock Holding History

Investors Research Corp’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 Q3	$5.08K	Hold	197	–	–	﹤0.01%	604
2026 Q2	$5.44K	Hold	197	–	–	﹤0.01%	601
2026 Q1	$4.96K	Hold	197	–	–	﹤0.01%	610
2025 Q4	$4.92K	Hold	197	–	–	﹤0.01%	691
2025 Q3	$5.04K	Buy	197 +1	+0.5%	+$25	﹤0.01%	714
2025 Q2	$4.84K	Hold	196	–	–	﹤0.01%	755
2025 Q1	$4.75K	Hold	196	–	–	﹤0.01%	768
2024 Q4	$4.7K	Buy	196 +12	+7%	+$306	﹤0.01%	766
2024 Q3	$4.91K	Buy	184 +6	+3%	+$152	﹤0.01%	782
2024 Q2	$4.14K	Buy	178 +1	+0.6%	+$23	﹤0.01%	852
2024 Q1	$4.19K	Hold	177	–	–	﹤0.01%	825
2023 Q4	$4.28K	Buy	177 +31	+21%	+$678	﹤0.01%	850
2023 Q3	$3.09K	Buy	146 +36	+33%	+$824	﹤0.01%	894
2023 Q2	$2.53K	Hold	110	–	–	﹤0.01%	936
2023 Q1	$2.52K	Hold	110	–	–	﹤0.01%	956
2022 Q4	$2.5K	Hold	110	–	–	﹤0.01%	968
2022 Q3	$2K	Buy	110 +8	+8%	+$197	﹤0.01%	990
2022 Q2	$2K	Buy	102 +28	+38%	+$745	﹤0.01%	991
2022 Q1	$2K	Buy	74 +45	+155%	+$1.28K	﹤0.01%	942
2021 Q4	$1K	Buy	+29	New	+$848	﹤0.01%	950

Other funds holding REET

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

GBI

GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Investors Research Corp's REET Position: Q3 2026 in Review

Investors Research Corp held its iShares Global REIT ETF (REET) position steady in Q3 2026 at 197 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Investors Research Corp first reported a position in REET in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.44K in Q2 2026. 19 funds tracked by Wall St. Rank hold REET as of Q3 2026.

Investors Research Corp held 197 shares of iShares Global REIT ETF worth $5.08K as of Q3 2026.
Investors Research Corp left its iShares Global REIT ETF share count unchanged in Q3 2026.
iShares Global REIT ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #604 holding.
Investors Research Corp first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 20 quarters since.
Investors Research Corp's iShares Global REIT ETF position peaked at $5.44K in Q2 2026.
19 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.