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McMill Wealth Management’s iShares Global REIT ETF REET Stock Holding History

McMill Wealth Management’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
-15,039
Closed -$360K – 51
2024
Q4 		$360K Buy
+15,039
New +$384K 0.15% 39

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PCIG
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Bank of Montreal
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SAG
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SC
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McMill Wealth Management's REET Position: Q1 2025 in Review

McMill Wealth Management sold out of iShares Global REIT ETF (REET) in Q1 2025, closing a stake of 15,039 shares — an estimated $360K sold.

McMill Wealth Management first reported a position in REET in Q4 2024 and held it in 1 quarter. The position peaked at $360K in Q4 2024. 280 funds tracked by Wall St. Rank hold REET as of Q1 2025.

  • McMill Wealth Management reported no remaining iShares Global REIT ETF position as of Q1 2025 after selling out during the quarter.
  • McMill Wealth Management sold 15,039 iShares Global REIT ETF shares in Q1 2025, an estimated $360K.
  • McMill Wealth Management first reported a position in iShares Global REIT ETF in Q4 2024 and held it in 1 quarter.
  • McMill Wealth Management's iShares Global REIT ETF position peaked at $360K in Q4 2024.
  • 280 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2025.

Based on McMill Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.