OPS
REET icon

Orion Portfolio Solutions’s iShares Global REIT ETF REET Stock Holding History

Orion Portfolio Solutions’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 		$1.11M Buy
45,553
+15,485
+51% +$377K 0.01% 1030
2024
Q4 		$721K Buy
30,068
+382
+1% +$9.75K 0.01% 1208
2024
Q3 		$792K Sell
29,686
-481
-2% -$12.2K 0.01% 1154
2024
Q2 		$701K Buy
30,167
+232
+0.8% +$5.3K 0.01% 1151
2024
Q1 		$709K Sell
29,935
-8,964
-23% -$210K 0.01% 1133
2023
Q4 		$937K Sell
38,899
-13,958
-26% -$305K 0.01% 975
2023
Q3 		$1.12M Sell
52,857
-21,983
-29% -$503K 0.01% 880
2023
Q2 		$1.72M Buy
+74,840
New +$1.71M 0.02% 725
2023
Q1 		– Sell
-29,701
Closed -$675K – 1601
2022
Q4 		$675K Buy
29,701
+974
+3% +$21.7K 0.02% 409
2022
Q3 		$611K Sell
28,727
-402
-1% -$9.9K 0.02% 364
2022
Q2 		$704K Sell
29,129
-1,906
-6% -$50.7K 0.03% 321
2022
Q1 		$907K Buy
31,035
+10,655
+52% +$304K 0.03% 280
2021
Q4 		$624K Sell
20,380
-1,277
-6% -$37.3K 0.02% 368
2021
Q3 		$594K Sell
21,657
-19,635
-48% -$563K 0.02% 350
2021
Q2 		$1.15M Sell
41,292
-3,907
-9% -$107K 0.05% 211
2021
Q1 		$1.15M Buy
45,199
+998
+2% +$24.6K 0.05% 186
2020
Q4 		$1.06M Sell
44,201
-404
-0.9% -$9.1K 0.05% 201
2020
Q3 		$938K Buy
44,605
+38,819
+671% +$830K 0.05% 191
2020
Q2 		$121K Buy
5,786
+4,439
+330% +$89.7K 0.01% 506
2020
Q1 		$26K Buy
+1,347
New +$34.4K ﹤0.01% 763

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Orion Portfolio Solutions's REET Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares Global REIT ETF (REET) stake by 51% in Q1 2025, buying an estimated $377K and bringing the position to 45,553 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1030.

Orion Portfolio Solutions first reported a position in REET in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.72M in Q2 2023. 280 funds tracked by Wall St. Rank hold REET as of Q1 2025.

  • Orion Portfolio Solutions held 45,553 shares of iShares Global REIT ETF worth $1.11M as of Q1 2025.
  • Orion Portfolio Solutions bought 15,485 iShares Global REIT ETF shares in Q1 2025, an estimated $377K.
  • iShares Global REIT ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1030 holding.
  • Orion Portfolio Solutions first reported a position in iShares Global REIT ETF in Q1 2020 and has held it in 20 quarters since.
  • Orion Portfolio Solutions's iShares Global REIT ETF position peaked at $1.72M in Q2 2023.
  • 280 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.