Redmont Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Redmont Wealth 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 Q4	$449	Hold	18	–	–	﹤0.01%	301
2025 Q3	$460	Hold	18	–	–	﹤0.01%	305
2025 Q2	$445	Hold	18	–	–	﹤0.01%	302
2025 Q1	$437	Buy	+18	New	+$438	﹤0.01%	172
2024 Q4	–	Sell	-18	Closed	-$480	–	246
2024 Q3	$480	Hold	18	–	–	﹤0.01%	312
2024 Q2	$419	Buy	+18	New	+$412	﹤0.01%	330
2023 Q1	–	Sell	-14,766	Closed	-$335K	–	101
2022 Q4	$335K	Hold	14,766	–	–	0.39%	68
2022 Q3	$314K	Sell	14,766 -30,804	-68%	-$759K	0.41%	61
2022 Q2	$1.1M	Sell	45,570 -250	-0.5%	-$6.65K	1.33%	13
2022 Q1	$1.34M	Buy	45,820 +13,110	+40%	+$374K	1.42%	13
2021 Q4	$1M	Buy	+32,710	New	+$956K	1.07%	17

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Redmont Wealth Advisors's REET Position: Q4 2025 in Review

Redmont Wealth Advisors held its iShares Global REIT ETF (REET) position steady in Q4 2025 at 18 shares worth $449. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Redmont Wealth Advisors first reported a position in REET in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.34M in Q1 2022. 302 funds tracked by Wall St. Rank hold REET as of Q4 2025.

Redmont Wealth Advisors held 18 shares of iShares Global REIT ETF worth $449 as of Q4 2025.
Redmont Wealth Advisors left its iShares Global REIT ETF share count unchanged in Q4 2025.
iShares Global REIT ETF made up ﹤0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #301 holding.
Redmont Wealth Advisors first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 11 quarters since.
Redmont Wealth Advisors's iShares Global REIT ETF position peaked at $1.34M in Q1 2022.
302 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.