Kooman & Associates’s iShares Global REIT ETF REET Stock Holding History

Kooman & Associates’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 Q1	–	Sell	-234,848	Closed	-$5.63M	–	51
2024 Q4	$5.63M	Buy	234,848 +9,841	+4%	+$251K	2.04%	10
2024 Q3	$6.01M	Buy	225,007 +8,247	+4%	+$209K	2.22%	10
2024 Q2	$5.04M	Buy	216,760 +9,739	+5%	+$223K	2.03%	10
2024 Q1	$4.9M	Buy	207,021 +6,707	+3%	+$157K	2.04%	10
2023 Q4	$4.84M	Buy	200,314 +7,779	+4%	+$170K	2.17%	10
2023 Q3	$4.08M	Buy	192,535 +6,188	+3%	+$142K	2.06%	10
2023 Q2	$4.28M	Buy	186,347 +4,385	+2%	+$99.9K	2.12%	11
2023 Q1	$4.17M	Sell	181,962 -580	-0.3%	-$13.7K	2.26%	11
2022 Q4	$4.15M	Buy	+182,542	New	+$4.07M	4.08%	7

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Kooman & Associates's REET Position: Q1 2025 in Review

Kooman & Associates sold out of iShares Global REIT ETF (REET) in Q1 2025, closing a stake of 234,848 shares — an estimated $5.63M sold.

Kooman & Associates first reported a position in REET in Q4 2022 and held it in 9 quarters. The position peaked at $6.01M in Q3 2024. 280 funds tracked by Wall St. Rank hold REET as of Q1 2025.

Kooman & Associates reported no remaining iShares Global REIT ETF position as of Q1 2025 after selling out during the quarter.
Kooman & Associates sold 234,848 iShares Global REIT ETF shares in Q1 2025, an estimated $5.63M.
Kooman & Associates first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 9 quarters.
Kooman & Associates's iShares Global REIT ETF position peaked at $6.01M in Q3 2024.
280 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2025.

Based on Kooman & Associates's 13F filing for Q1 2025, filed 2 May 2025.