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Arax Advisory Partners’s iShares Global REIT ETF REET Stock Holding History

Arax Advisory Partners’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
Q1 		– Sell
-2,108
Closed -$50.5K – 2976
2024
Q4 		$50.5K Buy
+2,108
New +$53.8K ﹤0.01% 897
2018
Q4 		– Sell
-328
Closed -$8K – 604
2018
Q3 		$8K Buy
+328
New +$8.5K ﹤0.01% 490

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M&T Bank
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Northwestern Mutual Wealth Management
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Morgan Stanley
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PCIG
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SAG
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SC
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Arax Advisory Partners's REET Position: Q1 2025 in Review

Arax Advisory Partners sold out of iShares Global REIT ETF (REET) in Q1 2025, closing a stake of 2,108 shares — an estimated $50.5K sold.

Arax Advisory Partners first reported a position in REET in Q3 2018 and held it in 2 quarters. The position peaked at $50.5K in Q4 2024. 280 funds tracked by Wall St. Rank hold REET as of Q1 2025.

  • Arax Advisory Partners reported no remaining iShares Global REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 2,108 iShares Global REIT ETF shares in Q1 2025, an estimated $50.5K.
  • Arax Advisory Partners first reported a position in iShares Global REIT ETF in Q3 2018 and held it in 2 quarters.
  • Arax Advisory Partners's iShares Global REIT ETF position peaked at $50.5K in Q4 2024.
  • 280 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2025.

Based on Arax Advisory Partners's 13F filing for Q1 2025, filed 15 May 2025.