REET β€” iShares ETFs/USA

Ownership history in CX Institutional  Β·  9 quarters on record

AI Ownership Summary

CX Institutional reported iShares ETFs/USA (REET) in 9 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows REET at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this REET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CX Institutional's position in iShares ETFs/USA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

REET was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CX Institutional held REET β€” position size vs. price
% of Fund (quarterly)    REET price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 115 β€” 0% 0.00% $3 2026-04-06 $25.57
2025 Q4 REDUCED 115 -463 -80.1% 0.00% $3K 2026-02-02 $25.37
2025 Q3 ADDED 578 +4 +0.7% 0.00% $15K 2025-10-23 $25.36
2025 Q2 UNCHANGED 574 β€” 0% 0.00% $14K 2025-07-11 $24.02
2025 Q1 REDUCED 574 -17,304 -96.8% 0.00% $14K 2025-04-15 $22.44
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding REET

As of 2026 Q1 β€” sorted by position size

GP Brinson Investments LLC 3Y 2.13% COLLECTIVE FAMILY OFFICE LLC 3Y 0.63% Investors Research Corp 3Y 7Y 0.0%

FAQ About CX Institutional and REET

These are the practical questions this page is built to answer before you even open the full history table.

How long has CX Institutional reported owning REET?

CX Institutional reported REET across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported REET position in CX Institutional's portfolio?

The largest reported portfolio weight for REET was 0.00% in 2025 Q1.

What is the latest reported REET position on this page?

The most recent filing on this page is 2026 Q1, when CX Institutional reported 115 shares, equal to 0.00% of portfolio, with an estimated market value of $3.

What does the chart on this REET ownership page compare?

The chart compares CX Institutional's quarterly REET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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