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

Golden State 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
Q3 		– Sell
-268
Closed -$6.62K – 1692
2025
Q2 		$6.62K Hold
268
– – ﹤0.01% 1174
2025
Q1 		$6.5K Hold
268
– – ﹤0.01% 1110
2024
Q4 		$6.42K Buy
+268
New +$6.84K ﹤0.01% 1068

Other funds holding REET

VA
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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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Golden State Wealth Management's REET Position: Q3 2025 in Review

Golden State Wealth Management sold out of iShares Global REIT ETF (REET) in Q3 2025, closing a stake of 268 shares — an estimated $6.62K sold.

Golden State Wealth Management first reported a position in REET in Q4 2024 and held it in 3 quarters. The position peaked at $6.62K in Q2 2025. 289 funds tracked by Wall St. Rank hold REET as of Q3 2025.

  • Golden State Wealth Management reported no remaining iShares Global REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 268 iShares Global REIT ETF shares in Q3 2025, an estimated $6.62K.
  • Golden State Wealth Management first reported a position in iShares Global REIT ETF in Q4 2024 and held it in 3 quarters.
  • Golden State Wealth Management's iShares Global REIT ETF position peaked at $6.62K in Q2 2025.
  • 289 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2025.

Based on Golden State Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.