KFAA
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Klaas Financial Asset Advisors’s iShares Global REIT ETF REET Stock Holding History

Klaas Financial Asset Advisors’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
-29,535
Closed -$788K – 48
2024
Q3 		$788K Sell
29,535
-7,080
-19% -$179K 0.14% 40
2024
Q2 		$851K Sell
36,615
-636,496
-95% -$14.6M 0.16% 40
2024
Q1 		$15.9M Buy
673,111
+9,111
+1% +$213K 3.18% 10
2023
Q4 		$16.1M Buy
664,000
+22,207
+3% +$486K 3.35% 9
2023
Q3 		$13.8M Buy
641,793
+13,610
+2% +$312K 3.12% 10
2023
Q2 		$14.4M Buy
628,183
+12,012
+2% +$274K 3.21% 10
2023
Q1 		$14.1M Buy
616,171
+19,634
+3% +$463K 3.27% 10
2022
Q4 		$13.5M Buy
596,537
+54,789
+10% +$1.22M 3.37% 10
2022
Q3 		$11.5M Buy
541,748
+21,331
+4% +$526K 2.93% 11
2022
Q2 		$12.6M Buy
520,417
+24,448
+5% +$651K 3.12% 11
2022
Q1 		$14.5M Buy
495,969
+13,503
+3% +$386K 3.33% 11
2021
Q4 		$14.8M Buy
482,466
+14,115
+3% +$413K 3.34% 10
2021
Q3 		$12.8M Buy
468,351
+19,272
+4% +$553K 3.13% 12
2021
Q2 		$12.5M Sell
449,079
-51,730
-10% -$1.41M 3.14% 12
2021
Q1 		$12.8M Buy
500,809
+11,379
+2% +$281K 3.56% 9
2020
Q4 		$11.7M Buy
+489,430
New +$11M 3.38% 10

Other funds holding REET

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $29.2B AUM 22.81% 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 $20.7B AUM 19.76% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Klaas Financial Asset Advisors's REET Position: Q4 2024 in Review

Klaas Financial Asset Advisors sold out of iShares Global REIT ETF (REET) in Q4 2024, closing a stake of 29,535 shares — an estimated $788K sold.

Klaas Financial Asset Advisors first reported a position in REET in Q4 2020 and held it in 16 quarters. The position peaked at $16.1M in Q4 2023. 288 funds tracked by Wall St. Rank hold REET as of Q4 2024.

  • Klaas Financial Asset Advisors reported no remaining iShares Global REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 29,535 iShares Global REIT ETF shares in Q4 2024, an estimated $788K.
  • Klaas Financial Asset Advisors first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 16 quarters.
  • Klaas Financial Asset Advisors's iShares Global REIT ETF position peaked at $16.1M in Q4 2023.
  • 288 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2024.

Based on Klaas Financial Asset Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.