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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
Q1 		$4.33K Buy
+172
New +$4.47K ﹤0.01% 2003

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

Root Financial Partners's REET Position: Q1 2026 in Review

Root Financial Partners opened a new position in iShares Global REIT ETF (REET) in Q1 2026: 172 shares worth $4.33K. The stake represents ﹤0.01% of the portfolio and ranks #2003 among its holdings.

299 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • Root Financial Partners held 172 shares of iShares Global REIT ETF worth $4.33K as of Q1 2026.
  • iShares Global REIT ETF was a new Root Financial Partners position in Q1 2026.
  • iShares Global REIT ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2003 holding.
  • 299 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.