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

TFC 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
2025
Q4 		– Sell
-103
Closed -$2.62K – 1040
2025
Q3 		$2.62K Buy
+103
New +$2.58K ﹤0.01% 525
2023
Q4 		– Sell
-23,688
Closed -$501K – 713
2023
Q3 		$501K Hold
23,688
– – 0.12% 61
2023
Q2 		$544K Buy
23,688
+974
+4% +$22.2K 0.13% 57
2023
Q1 		$521K Sell
22,714
-678
-3% -$16K 0.13% 59
2022
Q4 		$531K Sell
23,392
-509
-2% -$11.3K 0.15% 55
2022
Q3 		$508K Sell
23,901
-1,380
-5% -$34K 0.16% 50
2022
Q2 		$611K Buy
25,281
+1,314
+5% +$35K 0.18% 39
2022
Q1 		$700K Buy
23,967
+6,764
+39% +$193K 0.2% 37
2021
Q4 		$527K Buy
17,203
+1,008
+6% +$29.5K 0.16% 50
2021
Q3 		$444K Hold
16,195
– – 0.15% 59
2021
Q2 		$449K Buy
16,195
+72
+0.4% +$1.97K 0.15% 54
2021
Q1 		$411K Buy
16,123
+3,299
+26% +$81.5K 0.16% 59
2020
Q4 		$307K Buy
12,824
+2,921
+29% +$65.8K 0.13% 71
2020
Q3 		$208K Buy
+9,903
New +$212K 0.1% 72

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

TFC Financial Management's REET Position: Q4 2025 in Review

TFC Financial Management sold out of iShares Global REIT ETF (REET) in Q4 2025, closing a stake of 103 shares — an estimated $2.62K sold.

TFC Financial Management first reported a position in REET in Q3 2020 and held it in 14 quarters. The position peaked at $700K in Q1 2022. 300 funds tracked by Wall St. Rank hold REET as of Q4 2025.

  • TFC Financial Management reported no remaining iShares Global REIT ETF position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 103 iShares Global REIT ETF shares in Q4 2025, an estimated $2.62K.
  • TFC Financial Management first reported a position in iShares Global REIT ETF in Q3 2020 and held it in 14 quarters.
  • TFC Financial Management's iShares Global REIT ETF position peaked at $700K in Q1 2022.
  • 300 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.