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

Geneos 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 -$1.8K – 3154
2024
Q4 		$1.8K Hold
75
– – ﹤0.01% 2637
2024
Q3 		$2K Buy
+75
New +$1.9K ﹤0.01% 2297
2020
Q4 		– Sell
-431
Closed -$8K – 2980
2020
Q3 		$8K Buy
431
+281
+187% +$6.01K ﹤0.01% 2040
2020
Q2 		$3K Hold
150
– – ﹤0.01% 2297
2020
Q1 		$2K Sell
150
-75
-33% -$1.91K ﹤0.01% 2284
2019
Q4 		$6K Sell
225
-75
-25% -$2.1K ﹤0.01% 2154
2019
Q3 		$8K Hold
300
– – ﹤0.01% 1975
2019
Q2 		$8K Hold
300
– – ﹤0.01% 1986
2019
Q1 		$8K Buy
+300
New +$7.72K ﹤0.01% 1914
2017
Q4 		– Sell
-350
Closed -$8K – 2206
2017
Q3 		$8K Sell
350
-7,510
-96% -$193K ﹤0.01% 1645
2017
Q2 		$200K Buy
7,860
+242
+3% +$6.21K 0.02% 497
2017
Q1 		$193K Buy
7,618
+364
+5% +$9.24K 0.02% 489
2016
Q4 		$183K Buy
7,254
+1,015
+16% +$25.6K 0.02% 473
2016
Q3 		$169K Sell
6,239
-1,290
-17% -$35.9K 0.02% 480
2016
Q2 		$207K Sell
7,529
-1,831
-20% -$48.8K 0.03% 431
2016
Q1 		$247K Buy
+9,360
New +$231K 0.04% 386

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

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

Geneos Wealth Management sold out of iShares Global REIT ETF (REET) in Q1 2025, closing a stake of 75 shares — an estimated $1.8K sold.

Geneos Wealth Management first reported a position in REET in Q1 2016 and held it in 16 quarters. The position peaked at $247K in Q1 2016. 280 funds tracked by Wall St. Rank hold REET as of Q1 2025.

  • Geneos Wealth Management reported no remaining iShares Global REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 75 iShares Global REIT ETF shares in Q1 2025, an estimated $1.8K.
  • Geneos Wealth Management first reported a position in iShares Global REIT ETF in Q1 2016 and held it in 16 quarters.
  • Geneos Wealth Management's iShares Global REIT ETF position peaked at $247K in Q1 2016.
  • 280 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.