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Promus Capital’s iShares Global REIT ETF REET Stock Holding History

Promus Capital’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
Q3 		$35.2K Sell
1,379
-1,379
-50% -$34.6K 0.02% 186
2025
Q2 		$68.1K Buy
+2,758
New +$66.8K 0.04% 134

Other funds holding REET

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
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Promus Capital's REET Position: Q3 2025 in Review

Promus Capital reduced its iShares Global REIT ETF (REET) stake by 50% in Q3 2025, selling an estimated $34.6K and leaving 1,379 shares worth $35.2K. The position accounts for 0.02% of the portfolio, ranked #186.

Promus Capital first reported a position in REET in Q2 2025 and has held it in 2 quarters since. The position peaked at $68.1K in Q2 2025. 289 funds tracked by Wall St. Rank hold REET as of Q3 2025.

  • Promus Capital held 1,379 shares of iShares Global REIT ETF worth $35.2K as of Q3 2025.
  • Promus Capital sold 1,379 iShares Global REIT ETF shares in Q3 2025, an estimated $34.6K.
  • iShares Global REIT ETF made up 0.02% of Promus Capital's portfolio in Q3 2025, its #186 holding.
  • Promus Capital first reported a position in iShares Global REIT ETF in Q2 2025 and has held it in 2 quarters since.
  • Promus Capital's iShares Global REIT ETF position peaked at $68.1K in Q2 2025.
  • 289 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.