Larson Financial Group’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $811K | Buy |
32,259
+341
| +1% | +$8.85K | 0.03% | 358 |
|
|
2025
Q4 | $796K | Sell |
31,918
-1,466
| -4% | -$37K | 0.03% | 349 |
|
|
2025
Q3 | $853K | Buy |
33,384
+35
| +0.1% | +$879 | 0.03% | 342 |
|
|
2025
Q2 | $824K | Sell |
33,349
-8,478
| -20% | -$205K | 0.03% | 329 |
|
|
2025
Q1 | $1.01M | Sell |
41,827
-2,579
| -6% | -$62.8K | 0.05% | 264 |
|
|
2024
Q4 | $1.06M | Sell |
44,406
-3,413
| -7% | -$87.1K | 0.06% | 231 |
|
|
2024
Q3 | $1.28M | Sell |
47,819
-3,960
| -8% | -$100K | 0.07% | 206 |
|
|
2024
Q2 | $1.2M | Sell |
51,779
-5,199
| -9% | -$119K | 0.08% | 183 |
|
|
2024
Q1 | $1.35M | Sell |
56,978
-560,209
| -91% | -$13.1M | 0.1% | 153 |
|
|
2023
Q4 | $14.9M | Buy |
617,187
+6,154
| +1% | +$135K | 1.3% | 16 |
|
|
2023
Q3 | $12.9M | Buy |
611,033
+28,750
| +5% | +$658K | 1.27% | 20 |
|
|
2023
Q2 | $13.4M | Buy |
582,283
+52,717
| +10% | +$1.2M | 1.34% | 20 |
|
|
2023
Q1 | $12.1M | Buy |
529,566
+51,463
| +11% | +$1.21M | 1.32% | 20 |
|
|
2022
Q4 | $10.9M | Sell |
478,103
-61,846
| -11% | -$1.38M | 1.3% | 20 |
|
|
2022
Q3 | $11.5M | Buy |
539,949
+37,546
| +7% | +$925K | 1.63% | 13 |
|
|
2022
Q2 | $12.1M | Buy |
502,403
+14,554
| +3% | +$387K | 2.1% | 13 |
|
|
2022
Q1 | $14.3M | Buy |
487,849
+40,551
| +9% | +$1.16M | 2.28% | 12 |
|
|
2021
Q4 | $13.7M | Buy |
447,298
+35,831
| +9% | +$1.05M | 2.17% | 10 |
|
|
2021
Q3 | $11.3M | Buy |
411,467
+20,628
| +5% | +$592K | 2.24% | 11 |
|
|
2021
Q2 | $10.8M | Buy |
390,839
+33,931
| +10% | +$927K | 2.52% | 9 |
|
|
2021
Q1 | $9.09M | Buy |
356,908
+49,551
| +16% | +$1.22M | 2.68% | 8 |
|
|
2020
Q4 | $7.36M | Buy |
307,357
+14,191
| +5% | +$320K | 2.5% | 10 |
|
|
2020
Q3 | $6.17M | Sell |
293,166
-235,577
| -45% | -$5.04M | 2.53% | 12 |
|
|
2020
Q2 | $11M | Buy |
528,743
+81,101
| +18% | +$1.64M | 5.25% | 2 |
|
|
2020
Q1 | $8.57M | Buy |
447,642
+182,911
| +69% | +$4.66M | 5.36% | 3 |
|
|
2019
Q4 | $7.31M | Buy |
264,731
+59,386
| +29% | +$1.67M | 4.21% | 7 |
|
|
2019
Q3 | $5.77M | Buy |
205,345
+13,704
| +7% | +$375K | 3.77% | 9 |
|
|
2019
Q2 | $5.11M | Buy |
191,641
+19,038
| +11% | +$509K | 3.8% | 9 |
|
|
2019
Q1 | $4.61M | Buy |
172,603
+26,880
| +18% | +$692K | 3.65% | 9 |
|
|
2018
Q4 | $3.41M | Buy |
145,723
+32,369
| +29% | +$797K | 3.16% | 9 |
|
|
2018
Q3 | $2.86M | Buy |
113,354
+8,410
| +8% | +$218K | 3.27% | 12 |
|
|
2018
Q2 | $2.69M | Buy |
104,944
+26,011
| +33% | +$651K | 3.1% | 12 |
|
|
2018
Q1 | $1.94M | Buy |
78,933
+45,548
| +136% | +$1.13M | 2.28% | 14 |
|
|
2017
Q4 | $871K | Buy |
+33,385
| New | +$862K | 0.73% | 24 |
|
Other funds holding REET
VA
PL
SC
Larson Financial Group's REET Position: Q1 2026 in Review
Larson Financial Group increased its iShares Global REIT ETF (REET) stake by 1.1% in Q1 2026, buying an estimated $8.85K and bringing the position to 32,259 shares worth $811K. The position accounts for 0.03% of the portfolio, ranked #358.
Larson Financial Group first reported a position in REET in Q4 2017 and has held it in 34 quarters since. The position peaked at $14.9M in Q4 2023. 299 funds tracked by Wall St. Rank hold REET as of Q1 2026.
- Larson Financial Group held 32,259 shares of iShares Global REIT ETF worth $811K as of Q1 2026.
- Larson Financial Group bought 341 iShares Global REIT ETF shares in Q1 2026, an estimated $8.85K.
- iShares Global REIT ETF made up 0.03% of Larson Financial Group's portfolio in Q1 2026, its #358 holding.
- Larson Financial Group first reported a position in iShares Global REIT ETF in Q4 2017 and has held it in 34 quarters since.
- Larson Financial Group's iShares Global REIT ETF position peaked at $14.9M in Q4 2023.
- 299 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.
Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.