GSWM
REET icon

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

Greenup Street 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
Q4 		– Sell
-7,841
Closed -$200K – 148
2025
Q3 		$200K Buy
+7,841
New +$197K 0.03% 142

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $3.05B AUM 18.61% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenup Street Wealth Management's REET Position: Q4 2025 in Review

Greenup Street Wealth Management sold out of iShares Global REIT ETF (REET) in Q4 2025, closing a stake of 7,841 shares — an estimated $200K sold.

Greenup Street Wealth Management first reported a position in REET in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 301 funds tracked by Wall St. Rank hold REET as of Q4 2025.

  • Greenup Street Wealth Management reported no remaining iShares Global REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Greenup Street Wealth Management sold 7,841 iShares Global REIT ETF shares in Q4 2025, an estimated $200K.
  • Greenup Street Wealth Management first reported a position in iShares Global REIT ETF in Q3 2025 and held it in 1 quarter.
  • Greenup Street Wealth Management's iShares Global REIT ETF position peaked at $200K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2025.

Based on Greenup Street Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.