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Scotia Capital’s iShares Global REIT ETF REET Stock Holding History

Scotia Capital’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
-7,845
Closed -$201K – 950
2025
Q3 		$201K Buy
+7,845
New +$197K ﹤0.01% 851
2024
Q4 		– Sell
-10,190
Closed -$272K – 906
2024
Q3 		$272K Sell
10,190
-110
-1% -$2.78K ﹤0.01% 709
2024
Q2 		$239K Buy
10,300
+30
+0.3% +$686 ﹤0.01% 727
2024
Q1 		$243K Sell
10,270
-90
-0.9% -$2.11K ﹤0.01% 728
2023
Q4 		$251K Buy
10,360
+93
+0.9% +$2.03K ﹤0.01% 693
2023
Q3 		$217K Sell
10,267
-942
-8% -$21.6K ﹤0.01% 701
2023
Q2 		$257K Sell
11,209
-4,306
-28% -$98.1K ﹤0.01% 683
2023
Q1 		$356K Buy
15,515
+353
+2% +$8.33K ﹤0.01% 606
2022
Q4 		$344K Buy
15,162
+3,523
+30% +$78.5K ﹤0.01% 614
2022
Q3 		$248K Buy
11,639
+97
+0.8% +$2.39K ﹤0.01% 666
2022
Q2 		$279K Buy
11,542
+313
+3% +$8.33K ﹤0.01% 669
2022
Q1 		$328K Buy
11,229
+1,442
+15% +$41.2K ﹤0.01% 710
2021
Q4 		$300K Buy
9,787
+1,900
+24% +$55.5K ﹤0.01% 737
2021
Q3 		$216K Buy
7,887
+114
+1% +$3.27K ﹤0.01% 783
2021
Q2 		$215K Sell
7,773
-382
-5% -$10.4K ﹤0.01% 775
2021
Q1 		$208K Buy
+8,155
New +$201K ﹤0.01% 748
2019
Q3 		– Sell
-9,090
Closed -$242K – 772
2019
Q2 		$242K Sell
9,090
-490
-5% -$13.1K ﹤0.01% 642
2019
Q1 		$256K Buy
+9,580
New +$247K ﹤0.01% 609

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
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

Scotia Capital's REET Position: Q4 2025 in Review

Scotia Capital sold out of iShares Global REIT ETF (REET) in Q4 2025, closing a stake of 7,845 shares — an estimated $201K sold.

Scotia Capital first reported a position in REET in Q1 2019 and held it in 18 quarters. The position peaked at $356K in Q1 2023. 300 funds tracked by Wall St. Rank hold REET as of Q4 2025.

  • Scotia Capital reported no remaining iShares Global REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Scotia Capital sold 7,845 iShares Global REIT ETF shares in Q4 2025, an estimated $201K.
  • Scotia Capital first reported a position in iShares Global REIT ETF in Q1 2019 and held it in 18 quarters.
  • Scotia Capital's iShares Global REIT ETF position peaked at $356K in Q1 2023.
  • 300 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2025.

Based on Scotia Capital's 13F filing for Q4 2025, filed 12 Feb 2026.