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Diversified Enterprises’s iShares Global REIT ETF REET Stock Holding History

Diversified Enterprises’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
-9,426
Closed -$229K – 324
2025
Q1 		$229K Sell
9,426
-7,344
-44% -$179K 0.02% 279
2024
Q4 		$402K Sell
16,770
-59,849
-78% -$1.53M 0.04% 153
2024
Q3 		$2.04M Buy
+76,619
New +$1.94M 0.22% 41

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Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
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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

Diversified Enterprises's REET Position: Q2 2025 in Review

Diversified Enterprises sold out of iShares Global REIT ETF (REET) in Q2 2025, closing a stake of 9,426 shares — an estimated $229K sold.

Diversified Enterprises first reported a position in REET in Q3 2024 and held it in 3 quarters. The position peaked at $2.04M in Q3 2024. 286 funds tracked by Wall St. Rank hold REET as of Q2 2025.

  • Diversified Enterprises reported no remaining iShares Global REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Diversified Enterprises sold 9,426 iShares Global REIT ETF shares in Q2 2025, an estimated $229K.
  • Diversified Enterprises first reported a position in iShares Global REIT ETF in Q3 2024 and held it in 3 quarters.
  • Diversified Enterprises's iShares Global REIT ETF position peaked at $2.04M in Q3 2024.
  • 286 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2025.

Based on Diversified Enterprises's 13F filing for Q2 2025, filed 16 Jul 2025.