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Ishares Tr Global Reit Etf shares owned by Waterford Advisors

Quarter-by-quarter ownership of Ishares Tr Global Reit Etf (REET) shares owned by Waterford Advisors from 13F filings

Historical chart of Waterford Advisors investment in Ishares Tr Global Reit Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Global Reit Etf held by Waterford Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Global Reit Etf by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.0M 253k 23.68
2023-09-30 $4.9M 229k 21.17
2023-06-30 $5.1M 222k 22.97
2023-03-31 $4.9M 212k 22.93
2022-12-31 $4.7M 208k 22.71

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Cap Index (MGC)

View all positions for Waterford Advisors

Top funds holding Ishares Tr Global Reit Etf

BlackRock
M^T Bank Corporation
ValMark Advisers
Hsbc Holdings
Northwestern Mutual Wealth Management Company
Morgan Stanley
Bank Of Montreal
Savant Capital Management
Partners Capital Investment Group
LPL Financial
HighTower Advisors
Heritage Investment Group
Goldman Sachs Group
One Capital Management
Bank of America Corporation

View all funds holding Ishares Tr Global Reit Etf