Total Wealth Planning’s iShares Global REIT ETF REET Stock Holding History

Total Wealth 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
2025 Q4	–	Sell	-20,324	Closed	-$519K	–	88
2025 Q3	$519K	Sell	20,324 -49	-0.2%	-$1.23K	0.06%	79
2025 Q2	$503K	Sell	20,373 -511	-2%	-$12.4K	0.06%	76
2025 Q1	$507K	Sell	20,884 -1,536	-7%	-$37.4K	0.08%	62
2024 Q4	$537K	Buy	+22,420	New	+$572K	0.08%	63

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Total Wealth Planning's REET Position: Q4 2025 in Review

Total Wealth Planning sold out of iShares Global REIT ETF (REET) in Q4 2025, closing a stake of 20,324 shares — an estimated $519K sold.

Total Wealth Planning first reported a position in REET in Q4 2024 and held it in 4 quarters. The position peaked at $537K in Q4 2024. 300 funds tracked by Wall St. Rank hold REET as of Q4 2025.

Total Wealth Planning reported no remaining iShares Global REIT ETF position as of Q4 2025 after selling out during the quarter.
Total Wealth Planning sold 20,324 iShares Global REIT ETF shares in Q4 2025, an estimated $519K.
Total Wealth Planning first reported a position in iShares Global REIT ETF in Q4 2024 and held it in 4 quarters.
Total Wealth Planning's iShares Global REIT ETF position peaked at $537K in Q4 2024.
300 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.