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Fiduciary Trust’s iShares Global REIT ETF REET Stock Holding History

Fiduciary Trust’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
-47,856
Closed -$1.16M – 852
2025
Q1 		$1.16M Hold
47,856
– – 0.02% 357
2024
Q4 		$1.15M Sell
47,856
-20,960
-30% -$535K 0.02% 333
2024
Q3 		$1.84M Buy
+68,816
New +$1.74M 0.03% 268

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
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
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

Fiduciary Trust's REET Position: Q2 2025 in Review

Fiduciary Trust sold out of iShares Global REIT ETF (REET) in Q2 2025, closing a stake of 47,856 shares — an estimated $1.16M sold.

Fiduciary Trust first reported a position in REET in Q3 2024 and held it in 3 quarters. The position peaked at $1.84M in Q3 2024. 286 funds tracked by Wall St. Rank hold REET as of Q2 2025.

  • Fiduciary Trust reported no remaining iShares Global REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Fiduciary Trust sold 47,856 iShares Global REIT ETF shares in Q2 2025, an estimated $1.16M.
  • Fiduciary Trust first reported a position in iShares Global REIT ETF in Q3 2024 and held it in 3 quarters.
  • Fiduciary Trust's iShares Global REIT ETF position peaked at $1.84M in Q3 2024.
  • 286 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2025.

Based on Fiduciary Trust's 13F filing for Q2 2025, filed 14 Aug 2025.