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Money Design’s iShares Global REIT ETF REET Stock Holding History

Money Design’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
Q2 		$12.2M Sell
492,368
-175,361
-26% -$4.25M 0.57% 32
2025
Q1 		$16.2M Buy
667,729
+156,267
+31% +$3.8M 0.81% 26
2024
Q4 		$12.2M Buy
511,462
+200,058
+64% +$5.11M 0.63% 33
2024
Q3 		$8.31M Buy
311,404
+81,183
+35% +$2.05M 0.41% 40
2024
Q2 		$5.35M Buy
230,221
+19,917
+9% +$455K 0.29% 46
2024
Q1 		$4.98M Buy
210,304
+71,141
+51% +$1.66M 0.27% 51
2023
Q4 		$3.37M Sell
139,163
-3,351
-2% -$73.3K 0.19% 65
2023
Q3 		$3.02M Sell
142,514
-10,213
-7% -$234K 0.18% 66
2023
Q2 		$3.51M Sell
152,727
-52,651
-26% -$1.2M 0.21% 70
2023
Q1 		$4.71M Buy
205,378
+37,427
+22% +$883K 0.28% 69
2022
Q4 		$3.81M Sell
167,951
-50,895
-23% -$1.13M 0.24% 72
2022
Q3 		$4.66M Sell
218,846
-58,557
-21% -$1.44M 0.33% 65
2022
Q2 		$6.71M Sell
277,403
-140,758
-34% -$3.75M 0.5% 54
2022
Q1 		$12.2M Sell
418,161
-173,294
-29% -$4.95M 0.83% 38
2021
Q4 		$18.1M Sell
591,455
-130,579
-18% -$3.82M 1.22% 29
2021
Q3 		$19.8M Buy
722,034
+574,607
+390% +$16.5M 1.64% 26
2021
Q2 		$4.09M Hold
147,427
– – 0.42% 37
2021
Q1 		$3.76M Buy
+147,427
New +$3.64M 0.44% 35
2020
Q4 		– Sell
-256,565
Closed -$5.4M – 55
2020
Q3 		$5.4M Buy
256,565
+153,048
+148% +$3.27M 0.65% 36
2020
Q2 		$2.16M Sell
103,517
-144,891
-58% -$2.93M 0.31% 45
2020
Q1 		$4.76M Buy
+248,408
New +$6.34M 0.84% 34

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Money Design's REET Position: Q2 2025 in Review

Money Design reduced its iShares Global REIT ETF (REET) stake by 26% in Q2 2025, selling an estimated $4.25M and leaving 492,368 shares worth $12.2M. The position accounts for 0.57% of the portfolio, ranked #32.

Money Design first reported a position in REET in Q1 2020 and has held it in 21 quarters since. The position peaked at $19.8M in Q3 2021. 286 funds tracked by Wall St. Rank hold REET as of Q2 2025.

  • Money Design held 492,368 shares of iShares Global REIT ETF worth $12.2M as of Q2 2025.
  • Money Design sold 175,361 iShares Global REIT ETF shares in Q2 2025, an estimated $4.25M.
  • iShares Global REIT ETF made up 0.57% of Money Design's portfolio in Q2 2025, its #32 holding.
  • Money Design first reported a position in iShares Global REIT ETF in Q1 2020 and has held it in 21 quarters since.
  • Money Design's iShares Global REIT ETF position peaked at $19.8M in Q3 2021.
  • 286 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.