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

Mark Sheptoff 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 Q1	–	Sell	-126	Closed	-$3.14K	–	561
2025 Q4	$3.14K	Hold	126	–	–	﹤0.01%	460
2025 Q3	$3.22K	Hold	126	–	–	﹤0.01%	436
2025 Q2	$3.11K	Hold	126	–	–	﹤0.01%	435
2025 Q1	$3.06K	Hold	126	–	–	﹤0.01%	399
2024 Q4	$3.02K	Sell	126 -101	-44%	-$2.58K	﹤0.01%	388
2024 Q3	$6.06K	Buy	227 +101	+80%	+$2.55K	﹤0.01%	350
2024 Q2	$2.93K	Hold	126	–	–	﹤0.01%	381
2024 Q1	$2.98K	Hold	126	–	–	﹤0.01%	351
2023 Q4	$3.05K	Hold	126	–	–	﹤0.01%	347
2023 Q3	$2.67K	Hold	126	–	–	﹤0.01%	331
2023 Q2	$2.89K	Hold	126	–	–	﹤0.01%	336
2023 Q1	$2.89K	Hold	126	–	–	﹤0.01%	330
2022 Q4	$2.86K	Hold	126	–	–	﹤0.01%	334
2022 Q3	$3K	Hold	126	–	–	﹤0.01%	315
2022 Q2	$3K	Hold	126	–	–	﹤0.01%	326
2022 Q1	$4K	Hold	126	–	–	﹤0.01%	353
2021 Q4	$4K	Hold	126	–	–	﹤0.01%	377
2021 Q3	$3K	Hold	126	–	–	﹤0.01%	359
2021 Q2	$3K	Hold	126	–	–	﹤0.01%	385
2021 Q1	$3K	Hold	126	–	–	﹤0.01%	342
2020 Q4	$3K	Hold	126	–	–	﹤0.01%	322
2020 Q3	$3K	Hold	126	–	–	﹤0.01%	290
2020 Q2	$3K	Hold	126	–	–	﹤0.01%	318
2020 Q1	$2K	Hold	126	–	–	﹤0.01%	313
2019 Q4	$3K	Hold	126	–	–	﹤0.01%	334
2019 Q3	$4K	Hold	126	–	–	﹤0.01%	315
2019 Q2	$3K	Hold	126	–	–	﹤0.01%	314
2019 Q1	$3K	Buy	126 +61	+94%	+$1.57K	﹤0.01%	316
2018 Q4	$2K	Buy	+65	New	+$1.6K	﹤0.01%	306

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mark Sheptoff Financial Planning's REET Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of iShares Global REIT ETF (REET) in Q1 2026, closing a stake of 126 shares — an estimated $3.14K sold.

Mark Sheptoff Financial Planning first reported a position in REET in Q4 2018 and held it in 29 quarters. The position peaked at $6.06K in Q3 2024. 301 funds tracked by Wall St. Rank hold REET as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining iShares Global REIT ETF position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 126 iShares Global REIT ETF shares in Q1 2026, an estimated $3.14K.
Mark Sheptoff Financial Planning first reported a position in iShares Global REIT ETF in Q4 2018 and held it in 29 quarters.
Mark Sheptoff Financial Planning's iShares Global REIT ETF position peaked at $6.06K in Q3 2024.
301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.