MAS Advisors’s iShares Global REIT ETF REET Stock Holding History

MAS 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	-11,976	Closed	-$320K	–	79
2024 Q3	$320K	Hold	11,976	–	–	0.68%	51
2024 Q2	$278K	Hold	11,976	–	–	0.66%	52
2024 Q1	$284K	Hold	11,976	–	–	0.33%	55
2023 Q4	$290K	Hold	11,976	–	–	0.37%	52
2023 Q3	$254K	Hold	11,976	–	–	0.36%	51
2023 Q2	$275K	Sell	11,976 -5,657	-32%	-$129K	0.38%	47
2023 Q1	$404K	Sell	17,633 -2	-0%	-$47	0.4%	51
2022 Q4	$401K	Sell	17,635 -17,754	-50%	-$396K	0.38%	51
2022 Q3	$753K	Sell	35,389 -7,401	-17%	-$182K	0.5%	49
2022 Q2	$1.03M	Buy	42,790 +2,810	+7%	+$74.8K	0.94%	34
2022 Q1	$1.18M	Buy	39,980 +10,444	+35%	+$298K	0.9%	38
2021 Q4	$901K	Buy	+29,536	New	+$863K	0.66%	46

Other funds holding REET

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

MAS Advisors's REET Position: Q4 2024 in Review

MAS Advisors sold out of iShares Global REIT ETF (REET) in Q4 2024, closing a stake of 11,976 shares — an estimated $320K sold.

MAS Advisors first reported a position in REET in Q4 2021 and held it in 12 quarters. The position peaked at $1.18M in Q1 2022. 288 funds tracked by Wall St. Rank hold REET as of Q4 2024.

MAS Advisors reported no remaining iShares Global REIT ETF position as of Q4 2024 after selling out during the quarter.
MAS Advisors sold 11,976 iShares Global REIT ETF shares in Q4 2024, an estimated $320K.
MAS Advisors first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 12 quarters.
MAS Advisors's iShares Global REIT ETF position peaked at $1.18M in Q1 2022.
288 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2024.

Based on MAS Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.