Financial Gravity Asset Management’s iShares Global REIT ETF REET Stock Holding History

Financial Gravity Asset 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 Q1	$10.3K	Buy	+424	New	+$10.3K	﹤0.01%	594

Other funds holding REET

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Financial Gravity Asset Management's REET Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in iShares Global REIT ETF (REET) in Q1 2025: 424 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #594 among its holdings.

280 funds tracked by Wall St. Rank hold REET as of Q1 2025.

Financial Gravity Asset Management held 424 shares of iShares Global REIT ETF worth $10.3K as of Q1 2025.
iShares Global REIT ETF was a new Financial Gravity Asset Management position in Q1 2025.
iShares Global REIT ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #594 holding.
280 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.