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Signature Estate & Investment Advisors’s iShares Global REIT ETF REET Stock Holding History

Signature Estate & Investment 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
Q4 		– Sell
-7,939
Closed -$203K – 627
2025
Q3 		$203K Buy
+7,939
New +$199K ﹤0.01% 576
2025
Q1 		– Sell
-8,548
Closed -$205K – 574
2024
Q4 		$205K Buy
8,548
+35
+0.4% +$894 0.01% 509
2024
Q3 		$227K Buy
+8,513
New +$215K 0.01% 475

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $6.73T AUM 46.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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 $2.74B AUM 15.49% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Signature Estate & Investment Advisors's REET Position: Q4 2025 in Review

Signature Estate & Investment Advisors sold out of iShares Global REIT ETF (REET) in Q4 2025, closing a stake of 7,939 shares — an estimated $203K sold.

Signature Estate & Investment Advisors first reported a position in REET in Q3 2024 and held it in 3 quarters. The position peaked at $227K in Q3 2024. 300 funds tracked by Wall St. Rank hold REET as of Q4 2025.

  • Signature Estate & Investment Advisors reported no remaining iShares Global REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 7,939 iShares Global REIT ETF shares in Q4 2025, an estimated $203K.
  • Signature Estate & Investment Advisors first reported a position in iShares Global REIT ETF in Q3 2024 and held it in 3 quarters.
  • Signature Estate & Investment Advisors's iShares Global REIT ETF position peaked at $227K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.