Brown Advisory’s iREIT MarketVector Quality REIT Index ETF IRET Stock Holding History

Brown Advisory’s Portfolio IRET Stock Details IRET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-24,600	Closed	-$487K	–	1407
2025 Q1	$487K	Hold	24,600	–	–	﹤0.01%	989
2024 Q4	$494K	Hold	24,600	–	–	﹤0.01%	1021
2024 Q3	$562K	Hold	24,600	–	–	﹤0.01%	962
2024 Q2	$494K	Buy	+24,600	New	+$484K	﹤0.01%	964

Other funds holding IRET

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Brown Advisory's IRET Position: Q2 2025 in Review

Brown Advisory sold out of iREIT MarketVector Quality REIT Index ETF (IRET) in Q2 2025, closing a stake of 24,600 shares — an estimated $487K sold.

Brown Advisory first reported a position in IRET in Q2 2024 and held it in 4 quarters. The position peaked at $562K in Q3 2024. 3 funds tracked by Wall St. Rank hold IRET as of Q2 2025.

Brown Advisory reported no remaining iREIT MarketVector Quality REIT Index ETF position as of Q2 2025 after selling out during the quarter.
Brown Advisory sold 24,600 iREIT MarketVector Quality REIT Index ETF shares in Q2 2025, an estimated $487K.
Brown Advisory first reported a position in iREIT MarketVector Quality REIT Index ETF in Q2 2024 and held it in 4 quarters.
Brown Advisory's iREIT MarketVector Quality REIT Index ETF position peaked at $562K in Q3 2024.
3 funds tracked by Wall St. Rank held iREIT MarketVector Quality REIT Index ETF as of Q2 2025.

Based on Brown Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.