KFP
REET icon

Keener Financial Planning’s iShares Global REIT ETF REET Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-267
Closed -$6K – 167
2025
Q3 		$6K Sell
267
-139
-34% -$3.49K ﹤0.01% 176
2025
Q2 		$10K Buy
406
+202
+99% +$4.89K 0.01% 160
2025
Q1 		$4K Hold
204
– – ﹤0.01% 155
2024
Q4 		$4K Hold
204
– – ﹤0.01% 155
2024
Q3 		$5K Hold
204
– – ﹤0.01% 157
2024
Q2 		$4K Hold
204
– – ﹤0.01% 162
2024
Q1 		$5K Hold
204
– – ﹤0.01% 173
2023
Q4 		$5K Buy
+204
New +$4.46K ﹤0.01% 163

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return