Scarborough Advisors’s iShares Global REIT ETF REET Stock Holding History

Scarborough 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 Q3	–	Sell	-13	Closed	–	–	483
2025 Q2	$0	Buy	+13	New	+$315	﹤0.01%	491

Other funds holding REET

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Scarborough Advisors's REET Position: Q3 2025 in Review

Scarborough Advisors sold out of iShares Global REIT ETF (REET) in Q3 2025, closing a stake of 13 shares.

Scarborough Advisors first reported a position in REET in Q2 2025 and held it in 1 quarter. The position peaked at $0 in Q2 2025. 289 funds tracked by Wall St. Rank hold REET as of Q3 2025.

Scarborough Advisors reported no remaining iShares Global REIT ETF position as of Q3 2025 after selling out during the quarter.
Scarborough Advisors sold 13 iShares Global REIT ETF shares in Q3 2025.
Scarborough Advisors first reported a position in iShares Global REIT ETF in Q2 2025 and held it in 1 quarter.
Scarborough Advisors's iShares Global REIT ETF position peaked at $0 in Q2 2025.
289 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2025.

Based on Scarborough Advisors's 13F filing for Q3 2025, filed 17 Feb 2026.