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Morris Financial Concepts’s iShares Global REIT ETF REET Stock Holding History

Morris Financial Concepts’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 		$1.39M Sell
50,365
-1,411
-3% -$38.3K 0.43% 41
2026
Q1 		$1.3M Buy
51,776
+1,180
+2% +$30.6K 0.44% 41
2025
Q4 		$1.26M Sell
50,596
-433
-0.8% -$10.9K 0.44% 41
2025
Q3 		$1.3M Buy
51,029
+545
+1% +$13.7K 0.47% 41
2025
Q2 		$1.25M Sell
50,484
-670
-1% -$16.2K 0.5% 38
2025
Q1 		$1.24M Buy
51,154
+998
+2% +$24.3K 0.52% 33
2024
Q4 		$1.2M Sell
50,156
-5,472
-10% -$140K 0.52% 34
2024
Q3 		$1.48M Sell
55,628
-2,425
-4% -$61.3K 0.64% 28
2024
Q2 		$1.35M Buy
58,053
+3,192
+6% +$73K 0.65% 29
2024
Q1 		$1.3M Sell
54,861
-1,189
-2% -$27.8K 0.66% 28
2023
Q4 		$1.36M Sell
56,050
-3,897
-7% -$85.2K 0.77% 26
2023
Q3 		$1.27M Buy
59,947
+9,112
+18% +$209K 0.84% 26
2023
Q2 		$1.17M Buy
50,835
+7,705
+18% +$176K 0.75% 26
2023
Q1 		$989K Buy
43,130
+1,697
+4% +$40.1K 0.7% 27
2022
Q4 		$941K Buy
41,433
+3,250
+9% +$72.5K 0.76% 27
2022
Q3 		$812K Buy
38,183
+1,436
+4% +$35.4K 0.84% 23
2022
Q2 		$889K Sell
36,747
-564
-2% -$15K 0.85% 23
2022
Q1 		$1.09M Sell
37,311
-58
-0.2% -$1.66K 0.91% 22
2021
Q4 		$1.14M Buy
+37,369
New +$1.09M 0.95% 22

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

Morris Financial Concepts's REET Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares Global REIT ETF (REET) stake by 2.7% in Q2 2026, selling an estimated $38.3K and leaving 50,365 shares worth $1.39M. The position accounts for 0.43% of the portfolio, ranked #41.

Morris Financial Concepts first reported a position in REET in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.48M in Q3 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Morris Financial Concepts held 50,365 shares of iShares Global REIT ETF worth $1.39M as of Q2 2026.
  • Morris Financial Concepts sold 1,411 iShares Global REIT ETF shares in Q2 2026, an estimated $38.3K.
  • iShares Global REIT ETF made up 0.43% of Morris Financial Concepts's portfolio in Q2 2026, its #41 holding.
  • Morris Financial Concepts first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's iShares Global REIT ETF position peaked at $1.48M in Q3 2024.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.