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RFP Financial Group’s iShares Global REIT ETF REET Stock Holding History

RFP Financial Group’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
-157,000
Closed -$3.76M – 101
2025
Q3 		$3.76M Buy
157,000
+16,596
+12% +$417K 1.53% 15
2025
Q2 		$3.47M Sell
140,404
-3,098
-2% -$75.1K 1.43% 17
2025
Q1 		$3.48M Sell
143,502
-16,438
-10% -$400K 1.4% 15
2024
Q4 		$3.83M Buy
159,940
+214
+0.1% +$5.46K 1.49% 15
2024
Q3 		$4.26M Buy
159,726
+878
+0.6% +$22.2K 1.39% 18
2024
Q2 		$3.69M Sell
158,848
-7,166
-4% -$164K 1.37% 15
2024
Q1 		$3.93M Buy
166,014
+5,247
+3% +$123K 1.53% 12
2023
Q4 		$3.89M Sell
160,767
-19,775
-11% -$433K 1.59% 12
2023
Q3 		$3.82M Buy
180,542
+9,717
+6% +$222K 1.68% 13
2023
Q2 		$3.92M Buy
170,825
+7,783
+5% +$177K 1.6% 13
2023
Q1 		$3.74M Buy
163,042
+6,582
+4% +$155K 4.31% 6
2022
Q4 		$3.55M Buy
+156,460
New +$3.49M 1.59% 15

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RFP Financial Group's REET Position: Q4 2025 in Review

RFP Financial Group sold out of iShares Global REIT ETF (REET) in Q4 2025, closing a stake of 157,000 shares — an estimated $3.76M sold.

RFP Financial Group first reported a position in REET in Q4 2022 and held it in 12 quarters. The position peaked at $4.26M in Q3 2024. 302 funds tracked by Wall St. Rank hold REET as of Q4 2025.

  • RFP Financial Group reported no remaining iShares Global REIT ETF position as of Q4 2025 after selling out during the quarter.
  • RFP Financial Group sold 157,000 iShares Global REIT ETF shares in Q4 2025, an estimated $3.76M.
  • RFP Financial Group first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 12 quarters.
  • RFP Financial Group's iShares Global REIT ETF position peaked at $4.26M in Q3 2024.
  • 302 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2025.

Based on RFP Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.