FFA
REET icon

First Foundation Advisors’s iShares Global REIT ETF REET Stock Holding History

First Foundation Advisors’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
-9,254
Closed -$229K – 347
2025
Q2 		$229K Hold
9,254
– – 0.01% 314
2025
Q1 		$225K Hold
9,254
– – 0.01% 306
2024
Q4 		$222K Hold
9,254
– – 0.01% 320
2024
Q3 		$247K Hold
9,254
– – 0.01% 308
2024
Q2 		$215K Hold
9,254
– – 0.01% 319
2024
Q1 		$219K Sell
9,254
-234
-2% -$5.47K 0.01% 321
2023
Q4 		$229K Hold
9,488
– – 0.01% 318
2023
Q3 		$201K Hold
9,488
– – 0.01% 394
2023
Q2 		$218K Sell
9,488
-10,932
-54% -$249K 0.01% 371
2023
Q1 		$468K Sell
20,420
-7,781
-28% -$184K 0.02% 242
2022
Q4 		$640K Sell
28,201
-4,483
-14% -$99.9K 0.03% 222
2022
Q3 		$695K Sell
32,684
-7,128
-18% -$176K 0.03% 200
2022
Q2 		$963K Hold
39,812
– – 0.04% 176
2022
Q1 		$1.16M Sell
39,812
-6,309
-14% -$180K 0.04% 177
2021
Q4 		$1.41M Sell
46,121
-3,243
-7% -$94.8K 0.05% 176
2021
Q3 		$1.35M Sell
49,364
-1,016
-2% -$29.1K 0.05% 172
2021
Q2 		$1.4M Sell
50,380
-4,217
-8% -$115K 0.05% 175
2021
Q1 		$1.39M Sell
54,597
-7,940
-13% -$196K 0.06% 167
2020
Q4 		$1.5M Sell
62,537
-9,869
-14% -$222K 0.07% 153
2020
Q3 		$1.52M Sell
72,406
-138,072
-66% -$2.95M 0.07% 141
2020
Q2 		$4.39M Sell
210,478
-664,041
-76% -$13.4M 0.23% 67
2020
Q1 		$16.7M Buy
+874,519
New +$22.3M 1.03% 19

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 $14.5B AUM 37.68% 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

First Foundation Advisors's REET Position: Q3 2025 in Review

First Foundation Advisors sold out of iShares Global REIT ETF (REET) in Q3 2025, closing a stake of 9,254 shares — an estimated $229K sold.

First Foundation Advisors first reported a position in REET in Q1 2020 and held it in 22 quarters. The position peaked at $16.7M in Q1 2020. 289 funds tracked by Wall St. Rank hold REET as of Q3 2025.

  • First Foundation Advisors reported no remaining iShares Global REIT ETF position as of Q3 2025 after selling out during the quarter.
  • First Foundation Advisors sold 9,254 iShares Global REIT ETF shares in Q3 2025, an estimated $229K.
  • First Foundation Advisors first reported a position in iShares Global REIT ETF in Q1 2020 and held it in 22 quarters.
  • First Foundation Advisors's iShares Global REIT ETF position peaked at $16.7M in Q1 2020.
  • 289 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2025.

Based on First Foundation Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.