Ownership history in Brooklyn FI, LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which Brooklyn FI, LLC reported a position in ISHARES TR (REET). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Brooklyn FI, LLC underperformed the S&P 500 by β13.1% annually on this REET position. Timing score: 47% (7/15 decisions correct). Average cost basis: $22.98. Maximum drawdown during holding period: β25.8%.
β Significantly underperformed the S&P 500 by 13.1% ann.
15 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 15 add/trim decisions correct
Best entry: $19.03 (2022 Q3) Β· Worst: $25.66 (2022 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 5 trims. Bought during 5 of 7 down-price quarters. π More buys than sells across the holding period.
π Brooklyn FI, LLC has been actively increasing its REET allocation β a bullish signal from insiders.
Currently 2.48% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size