UFPG
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United Financial Planning Group’s iShares Global REIT ETF REET Stock Holding History

United Financial Planning Group’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
-2,518
Closed -$196K – 506
2025
Q3 		$196K Buy
+2,518
New +$63.2K 0.12% 45

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State of New Jersey Common Pension Fund D
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VA
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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 29.2% 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

United Financial Planning Group's REET Position: Q4 2025 in Review

United Financial Planning Group sold out of iShares Global REIT ETF (REET) in Q4 2025, closing a stake of 2,518 shares — an estimated $196K sold.

United Financial Planning Group first reported a position in REET in Q3 2025 and held it in 1 quarter. The position peaked at $196K in Q3 2025. 302 funds tracked by Wall St. Rank hold REET as of Q4 2025.

  • United Financial Planning Group reported no remaining iShares Global REIT ETF position as of Q4 2025 after selling out during the quarter.
  • United Financial Planning Group sold 2,518 iShares Global REIT ETF shares in Q4 2025, an estimated $196K.
  • United Financial Planning Group first reported a position in iShares Global REIT ETF in Q3 2025 and held it in 1 quarter.
  • United Financial Planning Group's iShares Global REIT ETF position peaked at $196K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2025.

Based on United Financial Planning Group's 13F filing for Q4 2025, filed 11 Feb 2026.