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Spire Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-70
Closed -$1.7K – 2521
2025
Q1 		$1.7K Hold
70
– – ﹤0.01% 2310
2024
Q4 		$1.68K Hold
70
– – ﹤0.01% 2283
2024
Q3 		$1.87K Sell
70
-206
-75% -$5.21K ﹤0.01% 2016
2024
Q2 		$6.42K Sell
276
-150
-35% -$3.43K ﹤0.01% 1767
2024
Q1 		$10.1K Sell
426
-142
-25% -$3.32K ﹤0.01% 1711
2023
Q4 		$13.3K Sell
568
-115
-17% -$2.52K ﹤0.01% 1662
2023
Q3 		$14.5K Sell
683
-125
-15% -$2.86K ﹤0.01% 1618
2023
Q2 		$18.6K Sell
808
-641
-44% -$14.6K ﹤0.01% 1616
2023
Q1 		$33.2K Sell
1,449
-32
-2% -$755 ﹤0.01% 1389
2022
Q4 		$34K Hold
1,481
– – ﹤0.01% 1144
2022
Q3 		$32K Sell
1,481
-31,089
-95% -$766K ﹤0.01% 1122
2022
Q2 		$788K Buy
32,570
+30,880
+1,827% +$822K 0.03% 377
2022
Q1 		$49K Buy
1,690
+280
+20% +$8K ﹤0.01% 1456
2021
Q4 		$43K Buy
1,410
+1,210
+605% +$35.4K ﹤0.01% 1803
2021
Q3 		$5K Buy
200
+75
+60% +$2.15K ﹤0.01% 2294
2021
Q2 		$3K Sell
125
-1,739
-93% -$47.5K ﹤0.01% 2431
2021
Q1 		$44K Buy
+1,864
New +$46K ﹤0.01% 1793

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
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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Spire Wealth Management's REET Position: Q2 2025 in Review

Spire Wealth Management sold out of iShares Global REIT ETF (REET) in Q2 2025, closing a stake of 70 shares — an estimated $1.7K sold.

Spire Wealth Management first reported a position in REET in Q1 2021 and held it in 17 quarters. The position peaked at $788K in Q2 2022. 286 funds tracked by Wall St. Rank hold REET as of Q2 2025.

  • Spire Wealth Management reported no remaining iShares Global REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 70 iShares Global REIT ETF shares in Q2 2025, an estimated $1.7K.
  • Spire Wealth Management first reported a position in iShares Global REIT ETF in Q1 2021 and held it in 17 quarters.
  • Spire Wealth Management's iShares Global REIT ETF position peaked at $788K in Q2 2022.
  • 286 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.