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Forefront Analytics’s iShares Global REIT ETF REET Stock Holding History

Forefront Analytics’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
2024
Q4 		– Sell
-13,261
Closed -$354K – 67
2024
Q3 		$354K Buy
13,261
+124
+0.9% +$3.14K 0.17% 51
2024
Q2 		$305K Sell
13,137
-2,117
-14% -$48.4K 0.15% 54
2024
Q1 		$361K Buy
15,254
+85
+0.6% +$1.99K 0.18% 50
2023
Q4 		$367K Buy
15,169
+341
+2% +$7.46K 0.18% 49
2023
Q3 		$314K Hold
14,828
– – 0.18% 47
2023
Q2 		$341K Buy
14,828
+84
+0.6% +$1.91K 0.19% 46
2023
Q1 		$338K Buy
14,744
+2,313
+19% +$54.6K 0.17% 51
2022
Q4 		$282K Buy
+12,431
New +$277K 0.15% 54

Other funds holding REET

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Forefront Analytics's REET Position: Q4 2024 in Review

Forefront Analytics sold out of iShares Global REIT ETF (REET) in Q4 2024, closing a stake of 13,261 shares — an estimated $354K sold.

Forefront Analytics first reported a position in REET in Q4 2022 and held it in 8 quarters. The position peaked at $367K in Q4 2023. 288 funds tracked by Wall St. Rank hold REET as of Q4 2024.

  • Forefront Analytics reported no remaining iShares Global REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Forefront Analytics sold 13,261 iShares Global REIT ETF shares in Q4 2024, an estimated $354K.
  • Forefront Analytics first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 8 quarters.
  • Forefront Analytics's iShares Global REIT ETF position peaked at $367K in Q4 2023.
  • 288 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2024.

Based on Forefront Analytics's 13F filing for Q4 2024, filed 14 Feb 2025.