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Prosperity Planning’s iShares Global REIT ETF REET Stock Holding History

Prosperity 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 		– Hold
0
– – – 116

Other funds holding REET

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return