RWA
REET icon

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 1.34% 13
2022
Q1 		$1.34M Buy
45,820
+13,110
+40% +$374K 1.42% 13
2021
Q4 		$1M Buy
+32,710
New +$956K 1.11% 17

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 $5.7T 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 $761B 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