AAS
REET icon

Ameritas Advisory Services’s iShares Global REIT ETF REET Stock Holding History

Ameritas Advisory Services’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,700
Closed -$190K – 2751
2025
Q2 		$190K Sell
7,700
-10,993
-59% -$266K 0.01% 753
2025
Q1 		$453K Sell
18,693
-124
-0.7% -$3.02K 0.02% 595
2024
Q4 		$451K Buy
18,817
+2,757
+17% +$70.4K 0.02% 616
2024
Q3 		$429K Sell
16,060
-10,436
-39% -$264K 0.02% 580
2024
Q2 		$616K Sell
26,496
-3,817
-13% -$87.3K 0.02% 524
2024
Q1 		$717K Buy
30,313
+18,745
+162% +$439K 0.03% 463
2023
Q4 		$279K Sell
11,568
-54,782
-83% -$1.2M 0.02% 564
2023
Q3 		$1.4M Buy
+66,350
New +$1.52M 0.07% 264
2023
Q2 		– Sell
-159,308
Closed -$3.65M – 2088
2023
Q1 		$3.65M Sell
159,308
-106,472
-40% -$2.51M 0.18% 108
2022
Q4 		$6.04M Sell
265,780
-126,545
-32% -$2.82M 0.28% 80
2022
Q3 		$8.35M Sell
392,325
-1,581
-0.4% -$39K 0.5% 42
2022
Q2 		$9.53M Sell
393,906
-8,558
-2% -$228K 0.55% 35
2022
Q1 		$11.8M Sell
402,464
-2,061
-0.5% -$58.9K 0.43% 45
2021
Q4 		$12.4M Buy
+404,525
New +$11.8M 0.45% 47

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Ameritas Advisory Services's REET Position: Q3 2025 in Review

Ameritas Advisory Services sold out of iShares Global REIT ETF (REET) in Q3 2025, closing a stake of 7,700 shares — an estimated $190K sold.

Ameritas Advisory Services first reported a position in REET in Q4 2021 and held it in 14 quarters. The position peaked at $12.4M in Q4 2021. 289 funds tracked by Wall St. Rank hold REET as of Q3 2025.

  • Ameritas Advisory Services reported no remaining iShares Global REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 7,700 iShares Global REIT ETF shares in Q3 2025, an estimated $190K.
  • Ameritas Advisory Services first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 14 quarters.
  • Ameritas Advisory Services's iShares Global REIT ETF position peaked at $12.4M in Q4 2021.
  • 289 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.