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Principal Securities’s iShares Global REIT ETF REET Stock Holding History

Principal Securities’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
Q4 		– Sell
-2,039
Closed -$52.1K – 3028
2025
Q3 		$52.1K Buy
2,039
+1,957
+2,387% +$49.1K ﹤0.01% 1925
2025
Q2 		$2.02K Sell
82
-56
-41% -$1.36K ﹤0.01% 3146
2025
Q1 		$3.31K Hold
138
– – ﹤0.01% 2912
2024
Q4 		$3.31K Buy
138
+52
+60% +$1.33K ﹤0.01% 2908
2024
Q3 		$2.29K Sell
86
-3,062
-97% -$77.4K ﹤0.01% 2912
2024
Q2 		$73.2K Buy
3,148
+509
+19% +$11.6K ﹤0.01% 1444
2024
Q1 		$62.5K Buy
2,639
+728
+38% +$17K ﹤0.01% 1470
2023
Q4 		$46.2K Buy
+1,911
New +$41.8K ﹤0.01% 1525

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Principal Securities's REET Position: Q4 2025 in Review

Principal Securities sold out of iShares Global REIT ETF (REET) in Q4 2025, closing a stake of 2,039 shares — an estimated $52.1K sold.

Principal Securities first reported a position in REET in Q4 2023 and held it in 8 quarters. The position peaked at $73.2K in Q2 2024. 300 funds tracked by Wall St. Rank hold REET as of Q4 2025.

  • Principal Securities reported no remaining iShares Global REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,039 iShares Global REIT ETF shares in Q4 2025, an estimated $52.1K.
  • Principal Securities first reported a position in iShares Global REIT ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares Global REIT ETF position peaked at $73.2K in Q2 2024.
  • 300 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.