SAG
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SageView Advisory Group’s iShares Global REIT ETF REET Stock Holding History

SageView Advisory 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 		$82M Buy
3,284,630
+246,331
+8% +$6.22M 2.77% 8
2025
Q3 		$77.7M Buy
3,038,299
+86,609
+3% +$2.17M 2.68% 9
2025
Q2 		$73M Buy
2,951,690
+288,303
+11% +$6.99M 2.76% 9
2025
Q1 		$64.6M Buy
2,663,387
+285,627
+12% +$6.95M 2.76% 8
2024
Q4 		$57M Buy
2,377,760
+461,046
+24% +$11.8M 2.45% 9
2024
Q3 		$51.2M Sell
1,916,714
-371,956
-16% -$9.41M 2.6% 8
2024
Q2 		$53.2M Buy
+2,288,670
New +$52.3M 2.47% 9
2024
Q1 		– Sell
-2,378,756
Closed -$55.4M – 743
2023
Q4 		$55.4M Buy
2,378,756
+716,890
+43% +$15.7M 2.39% 8
2023
Q3 		$35.2M Buy
1,661,866
+809,652
+95% +$18.5M 2.02% 9
2023
Q2 		$19.6M Buy
852,214
+211,983
+33% +$4.83M 1.09% 13
2023
Q1 		$14.7M Buy
640,231
+220,749
+53% +$5.21M 0.94% 15
2022
Q4 		$9.53M Buy
+419,482
New +$9.35M 0.77% 25

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 $5.72T 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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

SageView Advisory Group's REET Position: Q4 2025 in Review

SageView Advisory Group increased its iShares Global REIT ETF (REET) stake by 8.1% in Q4 2025, buying an estimated $6.22M and bringing the position to 3,284,630 shares worth $82M. The position accounts for 2.77% of the portfolio, ranked #8.

SageView Advisory Group first reported a position in REET in Q4 2022 and has held it in 12 quarters since. 300 funds tracked by Wall St. Rank hold REET as of Q4 2025.

  • SageView Advisory Group held 3,284,630 shares of iShares Global REIT ETF worth $82M as of Q4 2025.
  • SageView Advisory Group bought 246,331 iShares Global REIT ETF shares in Q4 2025, an estimated $6.22M.
  • iShares Global REIT ETF made up 2.77% of SageView Advisory Group's portfolio in Q4 2025, its #8 holding.
  • SageView Advisory Group first reported a position in iShares Global REIT ETF in Q4 2022 and has held it in 12 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.