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Red Mountain Financial’s iShares Global REIT ETF REET Stock Holding History

Red Mountain Financial’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
2024
Q4 		– Sell
-9,046
Closed -$241K – 69
2024
Q3 		$241K Sell
9,046
-4,894
-35% -$124K 0.26% 56
2024
Q2 		$324K Buy
+13,940
New +$319K 0.39% 44
2023
Q4 		$502K Buy
+20,746
New +$454K 0.78% 36

Other funds holding REET

HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Red Mountain Financial's REET Position: Q4 2024 in Review

Red Mountain Financial sold out of iShares Global REIT ETF (REET) in Q4 2024, closing a stake of 9,046 shares — an estimated $241K sold.

Red Mountain Financial first reported a position in REET in Q4 2023 and held it in 3 quarters. The position peaked at $502K in Q4 2023. 289 funds tracked by Wall St. Rank hold REET as of Q4 2024.

  • Red Mountain Financial reported no remaining iShares Global REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Red Mountain Financial sold 9,046 iShares Global REIT ETF shares in Q4 2024, an estimated $241K.
  • Red Mountain Financial first reported a position in iShares Global REIT ETF in Q4 2023 and held it in 3 quarters.
  • Red Mountain Financial's iShares Global REIT ETF position peaked at $502K in Q4 2023.
  • 289 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2024.

Based on Red Mountain Financial's 13F filing for Q4 2024, filed 12 Feb 2025.