AWA
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Arete Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Arete Wealth Advisors’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
-125,932
Closed -$3.02M – 796
2024
Q4 		$3.02M Buy
125,932
+43,175
+52% +$1.1M 0.22% 98
2024
Q3 		$2.21M Sell
82,757
-31,428
-28% -$795K 0.19% 113
2024
Q2 		$2.65M Buy
114,185
+2,063
+2% +$47.2K 0.22% 98
2024
Q1 		$2.66M Buy
112,122
+2,094
+2% +$49K 0.25% 96
2023
Q4 		$2.66M Buy
110,028
+8,690
+9% +$190K 0.2% 103
2023
Q3 		$2.15M Buy
101,338
+5,981
+6% +$137K 0.37% 63
2023
Q2 		$2.19M Buy
95,357
+17,194
+22% +$392K 0.19% 114
2023
Q1 		$1.79M Buy
78,163
+20,929
+37% +$494K 0.15% 134
2022
Q4 		$1.3B Sell
57,234
-9,634
-14% -$215K 0.11% 160
2022
Q3 		$1.42M Sell
66,868
-1,286
-2% -$31.7K 0.14% 134
2022
Q2 		$1.65M Sell
68,154
-3,348
-5% -$89.1K 0.17% 108
2022
Q1 		$2.09M Buy
71,502
+278
+0.4% +$7.94K 0.17% 112
2021
Q4 		$2.18M Buy
71,224
+2,697
+4% +$78.8K 0.19% 103
2021
Q3 		$1.88M Buy
68,527
+3,794
+6% +$109K 0.21% 104
2021
Q2 		$19K Buy
64,733
+5,767
+10% +$158K ﹤0.01% 369
2021
Q1 		$1.5M Buy
58,966
+10,114
+21% +$250K 0.19% 112
2020
Q4 		$1.14M Sell
48,852
-3,996
-8% -$90K 0.16% 139
2020
Q3 		$1.15M Buy
52,848
+2,333
+5% +$49.9K 0.17% 134
2020
Q2 		$1.05M Buy
50,515
+1,160
+2% +$23.5K 0.18% 132
2020
Q1 		$945K Buy
49,355
+13,262
+37% +$338K 0.19% 125
2019
Q4 		$997K Buy
36,093
+5,377
+18% +$151K 0.17% 135
2019
Q3 		$863K Buy
30,716
+5,287
+21% +$145K 0.17% 149
2019
Q2 		$678K Buy
25,429
+7,870
+45% +$210K 0.13% 178
2019
Q1 		$469K Buy
17,559
+2,311
+15% +$59.5K 0.1% 219
2018
Q4 		$357K Buy
15,248
+877
+6% +$21.6K 0.09% 240
2018
Q3 		$362K Buy
14,371
+3,782
+36% +$98K 0.08% 235
2018
Q2 		$272K Buy
+10,589
New +$265K 0.06% 294

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Arete Wealth Advisors's REET Position: Q1 2025 in Review

Arete Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q1 2025, closing a stake of 125,932 shares — an estimated $3.02M sold.

Arete Wealth Advisors first reported a position in REET in Q2 2018 and held it in 27 quarters. The position peaked at $1.3B in Q4 2022. 280 funds tracked by Wall St. Rank hold REET as of Q1 2025.

  • Arete Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 125,932 iShares Global REIT ETF shares in Q1 2025, an estimated $3.02M.
  • Arete Wealth Advisors first reported a position in iShares Global REIT ETF in Q2 2018 and held it in 27 quarters.
  • Arete Wealth Advisors's iShares Global REIT ETF position peaked at $1.3B in Q4 2022.
  • 280 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.