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Sandy Spring Bank’s iShares Global REIT ETF REET Stock Holding History

Sandy Spring Bank’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
Q1 		$195 Buy
+8
New +$195 ﹤0.01% 1164
2024
Q2 		– Sell
-390
Closed -$9.24K – 1321
2024
Q1 		$9.24K Buy
+390
New +$9.13K ﹤0.01% 861

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Sandy Spring Bank's REET Position: Q1 2025 in Review

Sandy Spring Bank opened a new position in iShares Global REIT ETF (REET) in Q1 2025: 8 shares worth $195. The stake represents ﹤0.01% of the portfolio and ranks #1164 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in REET as recently as Q1 2024.

Sandy Spring Bank first reported a position in REET in Q1 2024 and has held it in 2 quarters since. The position peaked at $9.24K in Q1 2024. 280 funds tracked by Wall St. Rank hold REET as of Q1 2025.

  • Sandy Spring Bank held 8 shares of iShares Global REIT ETF worth $195 as of Q1 2025.
  • iShares Global REIT ETF was a new Sandy Spring Bank position in Q1 2025.
  • iShares Global REIT ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1164 holding.
  • Sandy Spring Bank first reported a position in iShares Global REIT ETF in Q1 2024 and has held it in 2 quarters since.
  • Sandy Spring Bank's iShares Global REIT ETF position peaked at $9.24K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.