Jim Simons
REET icon

Jim Simons’s iShares Global REIT ETF REET Stock Holding History

Jim Simons’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
2024
Q4 		– Sell
-56,100
Closed -$1.5M – 3848
2024
Q3 		$1.5M Buy
56,100
+33,581
+149% +$849K ﹤0.01% 2205
2024
Q2 		$524K Buy
22,519
+13,519
+150% +$309K ﹤0.01% 2671
2024
Q1 		$213K Buy
+9,000
New +$211K ﹤0.01% 3208
2022
Q4 		– Sell
-38,600
Closed -$821K – 4346
2022
Q3 		$821K Sell
38,600
-14,800
-28% -$365K ﹤0.01% 2616
2022
Q2 		$1.29M Buy
53,400
+37,000
+226% +$985K ﹤0.01% 2534
2022
Q1 		$479K Sell
16,400
-22,500
-58% -$643K ﹤0.01% 3225
2021
Q4 		$1.19M Buy
38,900
+23,300
+149% +$681K ﹤0.01% 2513
2021
Q3 		$428K Sell
15,600
-9,100
-37% -$261K ﹤0.01% 2946
2021
Q2 		$685K Buy
+24,700
New +$675K ﹤0.01% 2829

Other funds holding REET

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Jim Simons's REET Position: Q4 2024 in Review

Jim Simons sold out of iShares Global REIT ETF (REET) in Q4 2024, closing a stake of 56,100 shares — an estimated $1.5M sold.

Jim Simons first reported a position in REET in Q2 2021 and held it in 9 quarters. The position peaked at $1.5M in Q3 2024. 288 funds tracked by Wall St. Rank hold REET as of Q4 2024.

  • Jim Simons reported no remaining iShares Global REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Jim Simons sold 56,100 iShares Global REIT ETF shares in Q4 2024, an estimated $1.5M.
  • Jim Simons first reported a position in iShares Global REIT ETF in Q2 2021 and held it in 9 quarters.
  • Jim Simons's iShares Global REIT ETF position peaked at $1.5M in Q3 2024.
  • 288 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2024.

Based on Renaissance Technologies's 13F filing for Q4 2024, filed 13 Feb 2025.