Sava Infond
REET icon

Sava Infond’s iShares Global REIT ETF REET Stock Holding History

Sava Infond’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
Q3 		$111K Hold
4,300
– – 0.01% 216
2026
Q2 		$119K Buy
+4,300
New +$117K 0.01% 216
2025
Q3 		– Sell
-800
Closed -$19.8K – 215
2025
Q2 		$19.8K Hold
800
– – ﹤0.01% 215
2025
Q1 		$19.4K Sell
800
-850
-52% -$20.7K ﹤0.01% 214
2024
Q4 		$39.6K Buy
+1,650
New +$42.1K 0.01% 207

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Heritage Investment Group
Heritage Investment Group Pompano Beach, Florida $732M AUM 12.6% 1-Year Est. Return
PDS Planning
PDS Planning Dublin, Ohio $1.77B AUM 16.76% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Sava Infond's REET Position: Q3 2026 in Review

Sava Infond held its iShares Global REIT ETF (REET) position steady in Q3 2026 at 4,300 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #216.

Sava Infond first reported a position in REET in Q4 2024 and has held it in 5 quarters since. The position peaked at $119K in Q2 2026. 172 funds tracked by Wall St. Rank hold REET as of Q3 2026.

  • Sava Infond held 4,300 shares of iShares Global REIT ETF worth $111K as of Q3 2026.
  • Sava Infond left its iShares Global REIT ETF share count unchanged in Q3 2026.
  • iShares Global REIT ETF made up 0.01% of Sava Infond's portfolio in Q3 2026, its #216 holding.
  • Sava Infond first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 5 quarters since.
  • Sava Infond's iShares Global REIT ETF position peaked at $119K in Q2 2026.
  • 172 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2026.

Based on Sava Infond's 13F filing for Q3 2026, filed 28 Oct 2026.