CA
REET icon

Clearstead Advisors’s iShares Global REIT ETF REET Stock Holding History

Clearstead 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
Q4 		– Sell
-9,198
Closed -$235K – 3161
2025
Q3 		$235K Buy
9,198
+474
+5% +$11.9K ﹤0.01% 841
2025
Q2 		$215K Sell
8,724
-1,076
-11% -$26.1K ﹤0.01% 873
2025
Q1 		$238K Sell
9,800
-222
-2% -$5.41K ﹤0.01% 774
2024
Q4 		$240K Buy
10,022
+152
+2% +$3.88K ﹤0.01% 800
2024
Q3 		$263K Buy
9,870
+159
+2% +$4.02K ﹤0.01% 764
2024
Q2 		$226K Buy
+9,711
New +$222K ﹤0.01% 786

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Clearstead Advisors's REET Position: Q4 2025 in Review

Clearstead Advisors sold out of iShares Global REIT ETF (REET) in Q4 2025, closing a stake of 9,198 shares — an estimated $235K sold.

Clearstead Advisors first reported a position in REET in Q2 2024 and held it in 6 quarters. The position peaked at $263K in Q3 2024. 302 funds tracked by Wall St. Rank hold REET as of Q4 2025.

  • Clearstead Advisors reported no remaining iShares Global REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 9,198 iShares Global REIT ETF shares in Q4 2025, an estimated $235K.
  • Clearstead Advisors first reported a position in iShares Global REIT ETF in Q2 2024 and held it in 6 quarters.
  • Clearstead Advisors's iShares Global REIT ETF position peaked at $263K in Q3 2024.
  • 302 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.