Intrua Financial’s iShares Global REIT ETF REET Stock Holding History

Intrua 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 Q2	–	Sell	-15,150	Closed	-$368K	–	388
2025 Q1	$368K	Buy	+15,150	New	+$369K	0.05%	247

Other funds holding REET

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Intrua Financial's REET Position: Q2 2025 in Review

Intrua Financial sold out of iShares Global REIT ETF (REET) in Q2 2025, closing a stake of 15,150 shares — an estimated $368K sold.

Intrua Financial first reported a position in REET in Q1 2025 and held it in 1 quarter. The position peaked at $368K in Q1 2025. 286 funds tracked by Wall St. Rank hold REET as of Q2 2025.

Intrua Financial reported no remaining iShares Global REIT ETF position as of Q2 2025 after selling out during the quarter.
Intrua Financial sold 15,150 iShares Global REIT ETF shares in Q2 2025, an estimated $368K.
Intrua Financial first reported a position in iShares Global REIT ETF in Q1 2025 and held it in 1 quarter.
Intrua Financial's iShares Global REIT ETF position peaked at $368K in Q1 2025.
286 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2025.

Based on Intrua Financial's 13F filing for Q2 2025, filed 8 Aug 2025.