MORRIS FINANCIAL CONCEPTS, INC. REET — ISHARES TR

Ownership history in MORRIS FINANCIAL CONCEPTS, INC.  ·  18 quarters on record

AI Ownership Summary

MORRIS FINANCIAL CONCEPTS, INC. reported ISHARES TR (REET) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.77% in 2023 Q4. The latest visible filing shows REET at 0.44% 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 MORRIS FINANCIAL CONCEPTS, INC.'s position in ISHARES TR, 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 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

REET stock page MORRIS FINANCIAL CONCEPTS, INC. fund profile MORRIS FINANCIAL CONCEPTS, INC. full holdings
How MORRIS FINANCIAL CONCEPTS, INC. held REET — position size vs. price
% of Fund (quarterly)    REET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 51,776 +1,180 +2.3% 0.44% $1.3M 2026-04-17 $27.43
2025 Q4 REDUCED — — — 50,596 -433 -0.8% 0.44% $1.3M 2026-02-09 $26.27
2025 Q3 ADDED — — — 51,029 +545 +1.1% 0.47% $1.3M 2025-10-21 $25.19
2025 Q2 REDUCED — — — 50,484 -670 -1.3% 0.49% $1.2M 2025-07-28 $24.04
2025 Q1 ADDED — — — 51,154 +998 +2.0% 0.52% $1.2M 2025-04-29 $23.15
2024 Q4 REDUCED 9.8% +1.7% ❌ 50,156 -5,472 -9.8% 0.52% $1.2M 2025-01-29 $23.04
2024 Q3 REDUCED — — — 55,628 -2,425 -4.2% 0.64% $1.5M 2024-10-30 $24.50
2024 Q2 ADDED — — — 58,053 +3,192 +5.8% 0.65% $1.3M 2024-07-29 $22.94
2024 Q1 REDUCED — — — 54,861 -1,189 -2.1% 0.66% $1.3M 2024-04-18 $20.40
2023 Q4 REDUCED 6.5% -2.8% ✅ 56,050 -3,897 -6.5% 0.77% $1.4M 2024-01-29 $21.76
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding REET

As of 2026 Q1 — sorted by position size

Polianta Ltd 3Y 7Y 14.13% Freedom Investment Management, Inc. 3Y 7Y 3.5% Morton Brown Family Wealth, LLC 3Y 3.26% Boston Standard Wealth Management, LLC 3Y 7Y 2.81% PDS Planning, Inc 3Y 7Y 2.62% Alhambra Investment Management LLC 3Y 2.2% GP Brinson Investments LLC 3Y 2.13% ERn Financial, LLC 3Y 7Y 2.05% BRANDYWINE OAK PRIVATE WEALTH LLC 3Y 7Y 1.47% Aurelius Family Office LLC 1.18%

FAQ About MORRIS FINANCIAL CONCEPTS, INC. and REET

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

How long has MORRIS FINANCIAL CONCEPTS, INC. reported owning REET?

MORRIS FINANCIAL CONCEPTS, INC. reported REET across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported REET position in MORRIS FINANCIAL CONCEPTS, INC.'s portfolio?

The largest reported portfolio weight for REET was 0.77% in 2023 Q4.

What is the latest reported REET position on this page?

The most recent filing on this page is 2026 Q1, when MORRIS FINANCIAL CONCEPTS, INC. reported 51,776 shares, equal to 0.44% of portfolio, with an estimated market value of $1.3M.

What does the chart on this REET ownership page compare?

The chart compares MORRIS FINANCIAL CONCEPTS, INC.'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.

How well did MORRIS FINANCIAL CONCEPTS, INC. time their REET position?

Based on 13F filing dates vs. subsequent REET price moves, MORRIS FINANCIAL CONCEPTS, INC. correctly timed 10 out of 17 reported position changes (59%).

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