WealthPlan Investment Management’s iShares Global REIT ETF REET Stock Holding History

WealthPlan Investment 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
2026 Q2	$662K	Buy	23,970 +106	+0.4%	+$2.88K	0.03%	276
2026 Q1	$600K	Sell	23,864 -179	-0.7%	-$4.65K	0.03%	281
2025 Q4	$600K	Buy	24,043 +7	+0%	+$177	0.04%	237
2025 Q3	$614K	Sell	24,036 -241	-1%	-$6.05K	0.04%	212
2025 Q2	$600K	Buy	24,277 +307	+1%	+$7.44K	0.04%	220
2025 Q1	$582K	Sell	23,970 -1,228	-5%	-$29.9K	0.06%	159
2024 Q4	$604K	Sell	25,198 -853	-3%	-$21.8K	0.06%	152
2024 Q3	$695K	Buy	+26,051	New	+$659K	0.07%	138
2023 Q1	–	Sell	-26,923	Closed	-$667K	–	536
2022 Q4	$667K	Sell	26,923 -323	-1%	-$7.2K	0.05%	216
2022 Q3	$629K	Buy	+27,246	New	+$671K	0.05%	212
2022 Q1	$713K	Buy	+25,746	New	+$735K	0.05%	209

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

WealthPlan Investment Management's REET Position: Q2 2026 in Review

WealthPlan Investment Management increased its iShares Global REIT ETF (REET) stake by 0.44% in Q2 2026, buying an estimated $2.88K and bringing the position to 23,970 shares worth $662K. The position accounts for 0.03% of the portfolio, ranked #276.

WealthPlan Investment Management first reported a position in REET in Q1 2022 and has held it in 11 quarters since. The position peaked at $713K in Q1 2022. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

WealthPlan Investment Management held 23,970 shares of iShares Global REIT ETF worth $662K as of Q2 2026.
WealthPlan Investment Management bought 106 iShares Global REIT ETF shares in Q2 2026, an estimated $2.88K.
iShares Global REIT ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #276 holding.
WealthPlan Investment Management first reported a position in iShares Global REIT ETF in Q1 2022 and has held it in 11 quarters since.
WealthPlan Investment Management's iShares Global REIT ETF position peaked at $713K in Q1 2022.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.