IF
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Integrity Financial’s iShares Global REIT ETF REET Stock Holding History

Integrity Financial’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
-191
Closed -$4.72K – 309
2025
Q2 		$4.72K Hold
191
– – ﹤0.01% 258
2025
Q1 		$4.63K Buy
+191
New +$4.65K ﹤0.01% 239

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
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

Integrity Financial's REET Position: Q3 2025 in Review

Integrity Financial sold out of iShares Global REIT ETF (REET) in Q3 2025, closing a stake of 191 shares — an estimated $4.72K sold.

Integrity Financial first reported a position in REET in Q1 2025 and held it in 2 quarters. The position peaked at $4.72K in Q2 2025. 289 funds tracked by Wall St. Rank hold REET as of Q3 2025.

  • Integrity Financial reported no remaining iShares Global REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Integrity Financial sold 191 iShares Global REIT ETF shares in Q3 2025, an estimated $4.72K.
  • Integrity Financial first reported a position in iShares Global REIT ETF in Q1 2025 and held it in 2 quarters.
  • Integrity Financial's iShares Global REIT ETF position peaked at $4.72K in Q2 2025.
  • 289 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2025.

Based on Integrity Financial's 13F filing for Q3 2025, filed 6 Nov 2025.