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

Merriman 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
2024
Q4 		$3.09M Hold
128,851
– – 0.13% 52
2024
Q3 		$3.44M Sell
128,851
-6,497
-5% -$164K 0.14% 62
2024
Q2 		$3.15M Buy
135,348
+20,747
+18% +$474K 0.14% 63
2024
Q1 		$2.71M Hold
114,601
– – 0.12% 63
2023
Q4 		$2.77M Buy
114,601
+84,578
+282% +$1.85M 0.13% 64
2023
Q3 		$642K Sell
30,023
-23,058
-43% -$528K 0.03% 106
2023
Q2 		$1.22M Buy
53,081
+19,472
+58% +$444K 0.06% 91
2023
Q1 		$771K Buy
33,609
+5,909
+21% +$139K 0.04% 110
2022
Q4 		$629K Sell
27,700
-5,515
-17% -$123K 0.03% 129
2022
Q3 		$706K Sell
33,215
-6,338
-16% -$156K 0.05% 81
2022
Q2 		$956K Sell
39,553
-24,806
-39% -$660K 0.07% 67
2022
Q1 		$1.88M Buy
64,359
+15,308
+31% +$437K 0.15% 56
2021
Q4 		$1.5M Sell
49,051
-1,320
-3% -$38.6K 0.11% 81
2021
Q3 		$1.38M Buy
50,371
+2,347
+5% +$67.3K 0.11% 88
2021
Q2 		$1.33M Sell
48,024
-982
-2% -$26.8K 0.11% 98
2021
Q1 		$1.25M Buy
49,006
+7,708
+19% +$190K 0.14% 86
2020
Q4 		$989K Sell
41,298
-894
-2% -$20.1K 0.11% 109
2020
Q3 		$887K Sell
42,192
-3,823
-8% -$81.8K 0.13% 91
2020
Q2 		$961K Buy
46,015
+14,188
+45% +$287K 0.15% 86
2020
Q1 		$609K Buy
+31,827
New +$812K 0.13% 77

Other funds holding REET

HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Merriman Wealth Management's REET Position: Q4 2024 in Review

Merriman Wealth Management held its iShares Global REIT ETF (REET) position steady in Q4 2024 at 128,851 shares worth $3.09M. The position accounts for 0.13% of the portfolio, ranked #52.

Merriman Wealth Management first reported a position in REET in Q1 2020 and has held it in 20 quarters since. The position peaked at $3.44M in Q3 2024. 289 funds tracked by Wall St. Rank hold REET as of Q4 2024.

  • Merriman Wealth Management held 128,851 shares of iShares Global REIT ETF worth $3.09M as of Q4 2024.
  • Merriman Wealth Management left its iShares Global REIT ETF share count unchanged in Q4 2024.
  • iShares Global REIT ETF made up 0.13% of Merriman Wealth Management's portfolio in Q4 2024, its #52 holding.
  • Merriman Wealth Management first reported a position in iShares Global REIT ETF in Q1 2020 and has held it in 20 quarters since.
  • Merriman Wealth Management's iShares Global REIT ETF position peaked at $3.44M in Q3 2024.
  • 289 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.