Macquarie Group’s iShares Global REIT ETF REET Stock Holding History

Macquarie Group’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	-70,613	Closed	-$1.69M	–	1783
2024 Q4	$1.69M	Sell	70,613 -7,981	-10%	-$204K	﹤0.01%	1250
2024 Q3	$2.1M	Sell	78,594 -10,063	-11%	-$254K	﹤0.01%	1214
2024 Q2	$2.06M	Hold	88,657	–	–	﹤0.01%	1215
2024 Q1	$2.1M	Buy	88,657 +43,709	+97%	+$1.02M	﹤0.01%	1209
2023 Q4	$1.09M	Hold	44,948	–	–	﹤0.01%	1374
2023 Q3	$952K	Buy	+44,948	New	+$1.03M	﹤0.01%	1350

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

Macquarie Group's REET Position: Q1 2025 in Review

Macquarie Group sold out of iShares Global REIT ETF (REET) in Q1 2025, closing a stake of 70,613 shares — an estimated $1.69M sold.

Macquarie Group first reported a position in REET in Q3 2023 and held it in 6 quarters. The position peaked at $2.1M in Q1 2024. 280 funds tracked by Wall St. Rank hold REET as of Q1 2025.

Macquarie Group reported no remaining iShares Global REIT ETF position as of Q1 2025 after selling out during the quarter.
Macquarie Group sold 70,613 iShares Global REIT ETF shares in Q1 2025, an estimated $1.69M.
Macquarie Group first reported a position in iShares Global REIT ETF in Q3 2023 and held it in 6 quarters.
Macquarie Group's iShares Global REIT ETF position peaked at $2.1M in Q1 2024.
280 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2025.

Based on Macquarie Group's 13F filing for Q1 2025, filed 15 May 2025.