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GeoWealth Management’s iShares Global REIT ETF REET Stock Holding History

GeoWealth 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
-9,614
Closed -$230K – 1639
2024
Q4 		$230K Buy
9,614
+953
+11% +$24.3K 0.01% 709
2024
Q3 		$231K Buy
+8,661
New +$219K 0.01% 672
2019
Q4 		– Sell
-14,092
Closed -$396K – 181
2019
Q3 		$396K Buy
+14,092
New +$386K 0.09% 120

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

GeoWealth Management's REET Position: Q1 2025 in Review

GeoWealth Management sold out of iShares Global REIT ETF (REET) in Q1 2025, closing a stake of 9,614 shares — an estimated $230K sold.

GeoWealth Management first reported a position in REET in Q3 2019 and held it in 3 quarters. The position peaked at $396K in Q3 2019. 280 funds tracked by Wall St. Rank hold REET as of Q1 2025.

  • GeoWealth Management reported no remaining iShares Global REIT ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 9,614 iShares Global REIT ETF shares in Q1 2025, an estimated $230K.
  • GeoWealth Management first reported a position in iShares Global REIT ETF in Q3 2019 and held it in 3 quarters.
  • GeoWealth Management's iShares Global REIT ETF position peaked at $396K in Q3 2019.
  • 280 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.