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FWG Investments’s iShares Global REIT ETF REET Stock Holding History

FWG Investments’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
-10,434
Closed -$250K – 104
2024
Q4 		$250K Sell
10,434
-122
-1% -$3.12K 0.19% 106
2024
Q3 		$282K Buy
10,556
+1,756
+20% +$44.4K 0.24% 94
2024
Q2 		$205K Buy
+8,800
New +$201K 0.21% 105

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

FWG Investments's REET Position: Q1 2025 in Review

FWG Investments sold out of iShares Global REIT ETF (REET) in Q1 2025, closing a stake of 10,434 shares — an estimated $250K sold.

FWG Investments first reported a position in REET in Q2 2024 and held it in 3 quarters. The position peaked at $282K in Q3 2024. 280 funds tracked by Wall St. Rank hold REET as of Q1 2025.

  • FWG Investments reported no remaining iShares Global REIT ETF position as of Q1 2025 after selling out during the quarter.
  • FWG Investments sold 10,434 iShares Global REIT ETF shares in Q1 2025, an estimated $250K.
  • FWG Investments first reported a position in iShares Global REIT ETF in Q2 2024 and held it in 3 quarters.
  • FWG Investments's iShares Global REIT ETF position peaked at $282K in Q3 2024.
  • 280 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2025.

Based on FWG Investments's 13F filing for Q1 2025, filed 14 May 2025.