FWM
REET icon

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

FLP 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
Q1 		– Sell
-75
Closed -$1.79K – 355
2024
Q4 		$1.79K Buy
+75
New +$1.92K ﹤0.01% 389

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

FLP Wealth Management's REET Position: Q1 2025 in Review

FLP Wealth Management sold out of iShares Global REIT ETF (REET) in Q1 2025, closing a stake of 75 shares — an estimated $1.79K sold.

FLP Wealth Management first reported a position in REET in Q4 2024 and held it in 1 quarter. The position peaked at $1.79K in Q4 2024. 280 funds tracked by Wall St. Rank hold REET as of Q1 2025.

  • FLP Wealth Management reported no remaining iShares Global REIT ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 75 iShares Global REIT ETF shares in Q1 2025, an estimated $1.79K.
  • FLP Wealth Management first reported a position in iShares Global REIT ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's iShares Global REIT ETF position peaked at $1.79K in Q4 2024.
  • 280 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.