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

Leading Edge 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
2026
Q2 		$8.11M Sell
293,457
-2,841
-1% -$77K 1.44% 14
2026
Q1 		$7.45M Sell
296,298
-7,235
-2% -$188K 1.57% 14
2025
Q4 		$7.57M Sell
303,533
-2,809
-0.9% -$71K 1.73% 14
2025
Q3 		$7.83M Sell
306,342
-3,271
-1% -$82.1K 1.97% 13
2025
Q2 		$7.65M Sell
309,613
-9,264
-3% -$224K 2.13% 12
2025
Q1 		$7.74M Buy
318,877
+2,020
+0.6% +$49.2K 2.42% 11
2024
Q4 		$7.6M Sell
316,857
-12,843
-4% -$328K 2.49% 11
2024
Q3 		$8.8M Sell
329,700
-14,141
-4% -$358K 2.95% 11
2024
Q2 		$7.99M Sell
343,841
-10,735
-3% -$245K 3.21% 11
2024
Q1 		$8.4M Buy
354,576
+68,313
+24% +$1.6M 3.72% 9
2023
Q4 		$6.92M Buy
286,263
+96,856
+51% +$2.12M 3.59% 9
2023
Q3 		$4.01M Buy
189,407
+47,619
+34% +$1.09M 2.57% 9
2023
Q2 		$3.26M Buy
141,788
+9,989
+8% +$228K 2.13% 9
2023
Q1 		$3.02M Buy
131,799
+16,292
+14% +$385K 2.19% 12
2022
Q4 		$2.62M Buy
+115,507
New +$2.58M 2.27% 12

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Leading Edge Financial Planning's REET Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its iShares Global REIT ETF (REET) stake by 0.96% in Q2 2026, selling an estimated $77K and leaving 293,457 shares worth $8.11M. The position accounts for 1.44% of the portfolio, ranked #14.

Leading Edge Financial Planning first reported a position in REET in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.8M in Q3 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Leading Edge Financial Planning held 293,457 shares of iShares Global REIT ETF worth $8.11M as of Q2 2026.
  • Leading Edge Financial Planning sold 2,841 iShares Global REIT ETF shares in Q2 2026, an estimated $77K.
  • iShares Global REIT ETF made up 1.44% of Leading Edge Financial Planning's portfolio in Q2 2026, its #14 holding.
  • Leading Edge Financial Planning first reported a position in iShares Global REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • Leading Edge Financial Planning's iShares Global REIT ETF position peaked at $8.8M in Q3 2024.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.