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Glass Jacobson Investment Advisors’s iShares Global REIT ETF REET Stock Holding History

Glass Jacobson Investment Advisors’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
Q2 		– Sell
-20
Closed -$472 – 778
2025
Q1 		$472 Hold
20
– – ﹤0.01% 811
2024
Q4 		$472 Buy
20
+1
+5% +$26 ﹤0.01% 811
2024
Q3 		$517 Hold
19
– – ﹤0.01% 731
2024
Q2 		$446 Hold
19
– – ﹤0.01% 730
2024
Q1 		$453 Buy
+19
New +$445 ﹤0.01% 719

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Glass Jacobson Investment Advisors's REET Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares Global REIT ETF (REET) in Q2 2025, closing a stake of 20 shares — an estimated $472 sold.

Glass Jacobson Investment Advisors first reported a position in REET in Q1 2024 and held it in 5 quarters. The position peaked at $517 in Q3 2024. 286 funds tracked by Wall St. Rank hold REET as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining iShares Global REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 20 iShares Global REIT ETF shares in Q2 2025, an estimated $472.
  • Glass Jacobson Investment Advisors first reported a position in iShares Global REIT ETF in Q1 2024 and held it in 5 quarters.
  • Glass Jacobson Investment Advisors's iShares Global REIT ETF position peaked at $517 in Q3 2024.
  • 286 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.