Samalin Investment Counsel’s iREIT MarketVector Quality REIT Index ETF IRET Stock Holding History

Samalin Investment Counsel’s Portfolio IRET Stock Details IRET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-24,242	Closed	-$465K	–	333
2025 Q2	$465K	Sell	24,242 -1,332	-5%	-$25.1K	0.18%	183
2025 Q1	$506K	Buy	25,574 +13,750	+116%	+$274K	0.21%	161
2024 Q4	$238K	Buy	+11,824	New	+$256K	0.1%	248

Other funds holding IRET

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Samalin Investment Counsel's IRET Position: Q3 2025 in Review

Samalin Investment Counsel sold out of iREIT MarketVector Quality REIT Index ETF (IRET) in Q3 2025, closing a stake of 24,242 shares — an estimated $465K sold.

Samalin Investment Counsel first reported a position in IRET in Q4 2024 and held it in 3 quarters. The position peaked at $506K in Q1 2025. 4 funds tracked by Wall St. Rank hold IRET as of Q3 2025.

Samalin Investment Counsel reported no remaining iREIT MarketVector Quality REIT Index ETF position as of Q3 2025 after selling out during the quarter.
Samalin Investment Counsel sold 24,242 iREIT MarketVector Quality REIT Index ETF shares in Q3 2025, an estimated $465K.
Samalin Investment Counsel first reported a position in iREIT MarketVector Quality REIT Index ETF in Q4 2024 and held it in 3 quarters.
Samalin Investment Counsel's iREIT MarketVector Quality REIT Index ETF position peaked at $506K in Q1 2025.
4 funds tracked by Wall St. Rank held iREIT MarketVector Quality REIT Index ETF as of Q3 2025.

Based on Samalin Investment Counsel's 13F filing for Q3 2025, filed 30 Oct 2025.