EAMA
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EFG Asset Management (Americas)’s iShares Global REIT ETF REET Stock Holding History

EFG Asset Management (Americas)’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
Q3 		– Sell
-8,144
Closed -$201K – 148
2025
Q2 		$201K Buy
+8,144
New +$197K 0.04% 135
2024
Q4 		– Sell
-8,144
Closed -$217K – 127
2024
Q3 		$217K Buy
+8,144
New +$206K 0.04% 120
2024
Q2 		– Sell
-35,335
Closed -$837K – 135
2024
Q1 		$837K Sell
35,335
-3,588
-9% -$84K 0.25% 96
2023
Q4 		$941K Sell
38,923
-593
-2% -$13K 0.2% 103
2023
Q3 		$837K Sell
39,516
-14,994
-28% -$343K 0.2% 99
2023
Q2 		$1.25M Hold
54,510
– – 0.29% 89
2023
Q1 		$1.25M Hold
54,510
– – 0.3% 86
2022
Q4 		$1.24M Hold
54,510
– – 0.31% 87
2022
Q3 		$1.16M Sell
54,510
-550
-1% -$13.6K 0.29% 84
2022
Q2 		$1.33M Buy
55,060
+14,895
+37% +$396K 0.31% 76
2022
Q1 		$1.17M Buy
40,165
+585
+1% +$16.7K 0.22% 85
2021
Q4 		$1.21M Sell
39,580
-682
-2% -$19.9K 0.2% 86
2021
Q3 		$1.1M Buy
40,262
+318
+0.8% +$9.12K 0.2% 90
2021
Q2 		$1.11M Hold
39,944
– – 0.21% 92
2021
Q1 		$1.02M Buy
39,944
+22
+0.1% +$543 0.21% 94
2020
Q4 		$955K Sell
39,922
-701
-2% -$15.8K 0.2% 100
2020
Q3 		$854K Buy
40,623
+1,835
+5% +$39.2K 0.19% 97
2020
Q2 		$810K Buy
38,788
+1,376
+4% +$27.8K 0.21% 93
2020
Q1 		$716K Buy
+37,412
New +$954K 0.23% 93

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

EFG Asset Management (Americas)'s REET Position: Q3 2025 in Review

EFG Asset Management (Americas) sold out of iShares Global REIT ETF (REET) in Q3 2025, closing a stake of 8,144 shares — an estimated $201K sold.

EFG Asset Management (Americas) first reported a position in REET in Q1 2020 and held it in 19 quarters. The position peaked at $1.33M in Q2 2022. 289 funds tracked by Wall St. Rank hold REET as of Q3 2025.

  • EFG Asset Management (Americas) reported no remaining iShares Global REIT ETF position as of Q3 2025 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 8,144 iShares Global REIT ETF shares in Q3 2025, an estimated $201K.
  • EFG Asset Management (Americas) first reported a position in iShares Global REIT ETF in Q1 2020 and held it in 19 quarters.
  • EFG Asset Management (Americas)'s iShares Global REIT ETF position peaked at $1.33M in Q2 2022.
  • 289 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.