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

Parkworth 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
2025
Q2 		$898K Buy
36,375
+379
+1% +$9.18K 0.65% 32
2025
Q1 		$873K Buy
35,996
+896
+3% +$21.8K 0.7% 29
2024
Q4 		$841K Buy
+35,100
New +$896K 0.7% 29

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

Parkworth Wealth Management's REET Position: Q2 2025 in Review

Parkworth Wealth Management increased its iShares Global REIT ETF (REET) stake by 1.1% in Q2 2025, buying an estimated $9.18K and bringing the position to 36,375 shares worth $898K. The position accounts for 0.65% of the portfolio, ranked #32.

Parkworth Wealth Management first reported a position in REET in Q4 2024 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold REET as of Q2 2025.

  • Parkworth Wealth Management held 36,375 shares of iShares Global REIT ETF worth $898K as of Q2 2025.
  • Parkworth Wealth Management bought 379 iShares Global REIT ETF shares in Q2 2025, an estimated $9.18K.
  • iShares Global REIT ETF made up 0.65% of Parkworth Wealth Management's portfolio in Q2 2025, its #32 holding.
  • Parkworth Wealth Management first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 3 quarters since.
  • 286 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.