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Corrigan Financial’s iShares Global REIT ETF REET Stock Holding History

Corrigan Financial’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 		$4.6M Sell
189,624
-2,048
-1% -$49.9K 0.95% 20
2024
Q4 		$4.59M Buy
191,672
+309
+0.2% +$7.89K 1.05% 19
2024
Q3 		$5.11M Buy
191,363
+667
+0.3% +$16.9K 1.17% 19
2024
Q2 		$4.52M Hold
190,696
– – 1.15% 19
2024
Q1 		$4.52M Sell
190,696
-4,339
-2% -$102K 1.15% 19
2023
Q4 		$4.72M Buy
195,035
+4,468
+2% +$97.7K 1.43% 18
2023
Q3 		$4.03M Sell
190,567
-774
-0.4% -$17.7K 1.37% 17
2023
Q2 		$4.4M Sell
191,341
-1,036
-0.5% -$23.6K 1.38% 15
2023
Q1 		$4.41M Sell
192,377
-2,717
-1% -$64.1K 1.45% 15
2022
Q4 		$4.43M Sell
195,094
-12,556
-6% -$280K 1.62% 17
2022
Q3 		$4.42M Buy
207,650
+1,264
+0.6% +$31.1K 1.67% 16
2022
Q2 		$4.99M Sell
206,386
-1,789
-0.9% -$47.6K 1.81% 15
2022
Q1 		$6.08M Sell
208,175
-2,473
-1% -$70.6K 1.92% 15
2021
Q4 		$6.45M Sell
210,648
-1,282
-0.6% -$37.5K 1.85% 15
2021
Q3 		$5.81M Buy
211,930
+700
+0.3% +$20.1K 1.78% 14
2021
Q2 		$5.86M Buy
211,230
+724
+0.3% +$19.8K 1.79% 14
2021
Q1 		$5.36M Buy
210,506
+2,128
+1% +$52.5K 1.79% 13
2020
Q4 		$4.99M Sell
208,378
-1,238
-0.6% -$27.9K 2.19% 10
2020
Q3 		$4.41M Buy
209,616
+37
+0% +$791 2.2% 10
2020
Q2 		$4.38M Buy
209,579
+114,406
+120% +$2.31M 2.35% 10
2020
Q1 		$1.82M Buy
+95,173
New +$2.43M 1.34% 17

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

Corrigan Financial's REET Position: Q1 2025 in Review

Corrigan Financial reduced its iShares Global REIT ETF (REET) stake by 1.1% in Q1 2025, selling an estimated $49.9K and leaving 189,624 shares worth $4.6M. The position accounts for 0.95% of the portfolio, ranked #20.

Corrigan Financial first reported a position in REET in Q1 2020 and has held it in 21 quarters since. The position peaked at $6.45M in Q4 2021. 280 funds tracked by Wall St. Rank hold REET as of Q1 2025.

  • Corrigan Financial held 189,624 shares of iShares Global REIT ETF worth $4.6M as of Q1 2025.
  • Corrigan Financial sold 2,048 iShares Global REIT ETF shares in Q1 2025, an estimated $49.9K.
  • iShares Global REIT ETF made up 0.95% of Corrigan Financial's portfolio in Q1 2025, its #20 holding.
  • Corrigan Financial first reported a position in iShares Global REIT ETF in Q1 2020 and has held it in 21 quarters since.
  • Corrigan Financial's iShares Global REIT ETF position peaked at $6.45M in Q4 2021.
  • 280 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2025.

Based on Corrigan Financial's 13F filing for Q1 2025, filed 15 Apr 2025.