EWM
REET icon

Evolution Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Evolution Wealth Management’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
-334
Closed -$8.25K – 664
2025
Q2 		$8.25K Buy
+334
New +$8.09K 0.01% 380

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

Evolution Wealth Management's REET Position: Q3 2025 in Review

Evolution Wealth Management sold out of iShares Global REIT ETF (REET) in Q3 2025, closing a stake of 334 shares — an estimated $8.25K sold.

Evolution Wealth Management first reported a position in REET in Q2 2025 and held it in 1 quarter. The position peaked at $8.25K in Q2 2025. 289 funds tracked by Wall St. Rank hold REET as of Q3 2025.

  • Evolution Wealth Management reported no remaining iShares Global REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 334 iShares Global REIT ETF shares in Q3 2025, an estimated $8.25K.
  • Evolution Wealth Management first reported a position in iShares Global REIT ETF in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's iShares Global REIT ETF position peaked at $8.25K in Q2 2025.
  • 289 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.