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Parkside Advisors’s iShares Global REIT ETF REET Stock Holding History

Parkside Advisors’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 		$277K Buy
+11,206
New +$272K 0.06% 75

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Parkside Advisors's REET Position: Q2 2025 in Review

Parkside Advisors opened a new position in iShares Global REIT ETF (REET) in Q2 2025: 11,206 shares worth $277K. The stake represents 0.06% of the portfolio and ranks #75 among its holdings.

286 funds tracked by Wall St. Rank hold REET as of Q2 2025.

  • Parkside Advisors held 11,206 shares of iShares Global REIT ETF worth $277K as of Q2 2025.
  • iShares Global REIT ETF was a new Parkside Advisors position in Q2 2025.
  • iShares Global REIT ETF made up 0.06% of Parkside Advisors's portfolio in Q2 2025, its #75 holding.
  • 286 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.