NWAM LLC’s iShares Global REIT ETF REET Stock Holding History

NWAM LLC’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	-26,839	Closed	-$643K	–	581
2024 Q4	$643K	Buy	+26,839	New	+$685K	0.04%	329

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

NWAM LLC's REET Position: Q1 2025 in Review

NWAM LLC sold out of iShares Global REIT ETF (REET) in Q1 2025, closing a stake of 26,839 shares — an estimated $643K sold.

NWAM LLC first reported a position in REET in Q4 2024 and held it in 1 quarter. The position peaked at $643K in Q4 2024. 280 funds tracked by Wall St. Rank hold REET as of Q1 2025.

NWAM LLC reported no remaining iShares Global REIT ETF position as of Q1 2025 after selling out during the quarter.
NWAM LLC sold 26,839 iShares Global REIT ETF shares in Q1 2025, an estimated $643K.
NWAM LLC first reported a position in iShares Global REIT ETF in Q4 2024 and held it in 1 quarter.
NWAM LLC's iShares Global REIT ETF position peaked at $643K in Q4 2024.
280 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2025.

Based on NWAM LLC's 13F filing for Q1 2025, filed 5 May 2025.