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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
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 $9.42B AUM 17.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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. 303 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.
  • 303 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.