REET β€” iShares Global REIT ETF

Ownership history in FLAGSTAR ADVISORS INC  Β·  9 quarters on record

This page tracks every 13F SEC filing in which FLAGSTAR ADVISORS INC reported a position in iShares Global REIT ETF (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.

πŸ” Peak position
0.1% (2021 Q4)
πŸ“Š Avg. % of fund
0.08%
πŸ“… First filed
2021 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
9

Position Intelligence

FLAGSTAR ADVISORS INC Γ— REET AI Analytics

πŸ“‰ FLAGSTAR ADVISORS INC underperformed the S&P 500 by –84.6% annually on this REET position. Timing score: 75% (6/8 decisions correct). Average cost basis: $23.38. Maximum drawdown during holding period: –28.9%.

πŸ“ˆ Position Alpha vs SPY
-84.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 84.6% ann.
2 quarters analyzed

⏱️ Timing Score
75%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
6 of 8 add/trim decisions correct

πŸ’° Entry Quality
$23.38
+7.1% vs current ($25.05)

Best entry: $20.31 (2022 Q4)  Β·  Worst: $23.69 (2021 Q3)

πŸ›‘οΈ Drawdown Resilience
–28.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

3 adds Β· 6 trims. Bought during 0 of 3 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.06% of portfolio

⚠ 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.

% of Fund (quarterly)    REET price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,928 -2,550 -24.3% 0.06% $203K $25.05
2023 Q2 ADDED 10,478 +258 +2.5% 0.09% $241K $20.81
2023 Q1 REDUCED 10,220 -148 -1.4% 0.09% $234K $20.66
2022 Q4 ADDED 10,368 +830 +8.7% 0.08% $235K $20.31
2022 Q3 REDUCED 9,538 -220 -2.3% 0.08% $203K $19.03
2022 Q2 REDUCED 9,758 -103 -1.0% 0.09% $235K $21.36
2022 Q1 REDUCED 9,861 -352 -3.4% 0.09% $288K $25.66
2021 Q4 REDUCED 10,213 -58 -0.6% 0.10% $313K $26.77
2021 Q3 INITIATED 10,271 β€” β€” 0.09% $282K $23.69

🏒 Other funds also holding REET

As of 2025 Q4 β€” sorted by position size

Polianta Ltd 3Y 7Y 11.86% Heritage Investment Group, Inc. 3Y 6.42% COOPER/HAIMS ADVISORS, LLC 3Y 7Y 6.38% Morton Brown Family Wealth, LLC 3Y 3.2% SageView Advisory Group, LLC 3Y 2.77% Boston Standard Wealth Management, LLC 3Y 7Y 2.74% PDS Planning, Inc 3Y 7Y 2.56% Brooklyn FI, LLC 3Y 2.48% Alhambra Investment Management LLC 3Y 2.1% GP Brinson Investments LLC 3Y 2.0%
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