Envestnet Portfolio Solutions
REET icon

Envestnet Portfolio Solutions’s iShares Global REIT ETF REET Stock Holding History

Envestnet Portfolio Solutions’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
-9,953
Closed -$254K – 1542
2025
Q3 		$254K Buy
9,953
+190
+2% +$4.77K ﹤0.01% 1321
2025
Q2 		$241K Sell
9,763
-2,776
-22% -$67.3K ﹤0.01% 1433
2025
Q1 		$304K Sell
12,539
-981
-7% -$23.9K ﹤0.01% 1286
2024
Q4 		$324K Sell
13,520
-12,946
-49% -$331K ﹤0.01% 1467
2024
Q3 		$706K Sell
26,466
-26,502
-50% -$670K ﹤0.01% 1037
2024
Q2 		$1.23M Sell
52,968
-4,301
-8% -$98.3K ﹤0.01% 793
2024
Q1 		$1.36M Buy
+57,269
New +$1.34M 0.01% 751

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Envestnet Portfolio Solutions's REET Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of iShares Global REIT ETF (REET) in Q4 2025, closing a stake of 9,953 shares — an estimated $254K sold.

Envestnet Portfolio Solutions first reported a position in REET in Q1 2024 and held it in 7 quarters. The position peaked at $1.36M in Q1 2024. 300 funds tracked by Wall St. Rank hold REET as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining iShares Global REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 9,953 iShares Global REIT ETF shares in Q4 2025, an estimated $254K.
  • Envestnet Portfolio Solutions first reported a position in iShares Global REIT ETF in Q1 2024 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's iShares Global REIT ETF position peaked at $1.36M in Q1 2024.
  • 300 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.