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Phillips Financial Management’s iShares Global REIT ETF REET Stock Holding History

Phillips Financial Management’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 		$58.9K Sell
2,342
-2,158
-48% -$56K ﹤0.01% 227
2025
Q4 		$112K Hold
4,500
– – 0.01% 227
2025
Q3 		$115K Hold
4,500
– – 0.01% 231
2025
Q2 		$111K Hold
4,500
– – 0.01% 203
2025
Q1 		$109K Hold
4,500
– – 0.01% 196
2024
Q4 		$108K Hold
4,500
– – 0.01% 190
2024
Q3 		$120K Sell
4,500
-475
-10% -$12K 0.01% 197
2024
Q2 		$116K Hold
4,975
– – 0.01% 199
2024
Q1 		$118K Hold
4,975
– – 0.01% 196
2023
Q4 		$120K Hold
4,975
– – 0.01% 177
2023
Q3 		$105K Hold
4,975
– – 0.01% 173
2023
Q2 		$114K Hold
4,975
– – 0.01% 175
2023
Q1 		$114K Hold
4,975
– – 0.01% 178
2022
Q4 		$113K Sell
4,975
-3,424
-41% -$76.3K 0.01% 164
2022
Q3 		$179K Buy
+8,399
New +$207K 0.02% 147
2020
Q3 		– Sell
-110,229
Closed -$2.86M – 86
2020
Q2 		$2.86M Buy
110,229
+26,278
+31% +$531K 0.47% 42
2020
Q1 		$2.13M Hold
83,951
– – 0.42% 44
2019
Q4 		$2.16M Buy
83,951
+4,037
+5% +$113K 0.35% 47
2019
Q3 		$2.06M Buy
79,914
+7,600
+11% +$208K 0.36% 47
2019
Q2 		$1.86M Hold
72,314
– – 0.34% 52
2019
Q1 		$1.85M Buy
+72,314
New +$1.86M 0.35% 51
2018
Q4 		– Sell
-79,684
Closed -$2.01M – 78
2018
Q3 		$2.01M Buy
79,684
+68,106
+588% +$1.76M 0.41% 41
2018
Q2 		$295K Buy
11,578
+358
+3% +$8.96K 0.06% 69
2018
Q1 		$274K Sell
11,220
-78
-0.7% -$1.93K 0.06% 69
2017
Q4 		$291K Sell
11,298
-27,145
-71% -$701K 0.06% 68
2017
Q3 		$991K Buy
38,443
+26,320
+217% +$677K 0.22% 55
2017
Q2 		$313K Buy
12,123
+1,604
+15% +$41.1K 0.07% 68
2017
Q1 		$272K Buy
+10,519
New +$267K 0.07% 68

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Phillips Financial Management's REET Position: Q1 2026 in Review

Phillips Financial Management reduced its iShares Global REIT ETF (REET) stake by 48% in Q1 2026, selling an estimated $56K and leaving 2,342 shares worth $58.9K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Phillips Financial Management first reported a position in REET in Q1 2017 and has held it in 28 quarters since. The position peaked at $2.86M in Q2 2020. 299 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • Phillips Financial Management held 2,342 shares of iShares Global REIT ETF worth $58.9K as of Q1 2026.
  • Phillips Financial Management sold 2,158 iShares Global REIT ETF shares in Q1 2026, an estimated $56K.
  • iShares Global REIT ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #227 holding.
  • Phillips Financial Management first reported a position in iShares Global REIT ETF in Q1 2017 and has held it in 28 quarters since.
  • Phillips Financial Management's iShares Global REIT ETF position peaked at $2.86M in Q2 2020.
  • 299 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.