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Continuum Advisory’s iShares Global REIT ETF REET Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-1,466
Closed -$35.6K – 1304
2025
Q1 		$35.6K Sell
1,466
-75
-5% -$1.83K ﹤0.01% 756
2024
Q4 		$36.9K Hold
1,541
– – ﹤0.01% 725
2024
Q3 		$39K Sell
1,541
-4
-0.3% -$101 0.01% 710
2024
Q2 		$35.9K Sell
1,545
-149
-9% -$3.41K 0.01% 670
2024
Q1 		$39.2K Buy
+1,694
New +$39.6K 0.01% 647
2023
Q1 		– Sell
-14,825
Closed -$337K – 441
2022
Q4 		$337K Sell
14,825
-1,807
-11% -$40.3K 0.06% 326
2022
Q3 		$354K Sell
16,632
-584
-3% -$14.4K 0.06% 299
2022
Q2 		$416K Sell
17,216
-866
-5% -$23.1K 0.08% 279
2022
Q1 		$501K Sell
18,082
-2,038
-10% -$58.2K 0.1% 243
2021
Q4 		$616K Buy
20,120
+1,383
+7% +$40.4K 0.14% 158
2021
Q3 		$514K Sell
18,737
-415
-2% -$11.9K 0.14% 160
2021
Q2 		$531K Sell
19,152
-950
-5% -$26K 0.17% 138
2021
Q1 		$534K Sell
20,102
-1,590
-7% -$39.3K 0.22% 92
2020
Q4 		$519K Sell
21,692
-2,353
-10% -$53K 0.24% 87
2020
Q3 		$516K Sell
24,045
-1,249
-5% -$26.7K 0.28% 77
2020
Q2 		$539K Sell
25,294
-11,573
-31% -$234K 0.34% 72
2020
Q1 		$661K Buy
36,867
+821
+2% +$20.9K 0.45% 63
2019
Q4 		$996K Buy
36,046
+1,345
+4% +$37.7K 0.58% 46
2019
Q3 		$965K Buy
34,701
+2,758
+9% +$75.5K 0.65% 43
2019
Q2 		$852K Buy
31,943
+8,768
+38% +$234K 0.58% 47
2019
Q1 		$620K Buy
23,175
+2,340
+11% +$60.2K 0.46% 56
2018
Q4 		$488K Sell
20,835
-12,685
-38% -$312K 0.36% 71
2018
Q3 		$840K Buy
33,520
+2,335
+7% +$60.5K 0.56% 49
2018
Q2 		$800K Buy
+31,185
New +$781K 0.59% 46

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Continuum Advisory's REET Position: Q2 2025 in Review

Continuum Advisory sold out of iShares Global REIT ETF (REET) in Q2 2025, closing a stake of 1,466 shares — an estimated $35.6K sold.

Continuum Advisory first reported a position in REET in Q2 2018 and held it in 24 quarters. The position peaked at $996K in Q4 2019. 286 funds tracked by Wall St. Rank hold REET as of Q2 2025.

  • Continuum Advisory reported no remaining iShares Global REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,466 iShares Global REIT ETF shares in Q2 2025, an estimated $35.6K.
  • Continuum Advisory first reported a position in iShares Global REIT ETF in Q2 2018 and held it in 24 quarters.
  • Continuum Advisory's iShares Global REIT ETF position peaked at $996K in Q4 2019.
  • 286 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2025.

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