Root Financial Partners
REET icon

Root Financial Partners’s iShares Global REIT ETF REET Stock Holding History

Root Financial Partners’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 		– Sell
-172
Closed -$4.33K – 2531
2026
Q1 		$4.33K Buy
+172
New +$4.47K ﹤0.01% 2003

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Root Financial Partners's REET Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Global REIT ETF (REET) in Q2 2026, closing a stake of 172 shares — an estimated $4.33K sold.

Root Financial Partners first reported a position in REET in Q1 2026 and held it in 1 quarter. The position peaked at $4.33K in Q1 2026. 326 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Global REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 172 iShares Global REIT ETF shares in Q2 2026, an estimated $4.33K.
  • Root Financial Partners first reported a position in iShares Global REIT ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares Global REIT ETF position peaked at $4.33K in Q1 2026.
  • 326 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

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