TPG Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

TPG Financial 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 Q2	–	Sell	-11,839	Closed	-$287K	–	71
2025 Q1	$287K	Sell	11,839 -28,586	-71%	-$696K	0.13%	54
2024 Q4	$969K	Sell	40,425 -782	-2%	-$20K	0.42%	33
2024 Q3	$1.1M	Sell	41,207 -3,897	-9%	-$98.6K	0.5%	31
2024 Q2	$1.05M	Buy	+45,104	New	+$1.03M	0.5%	32
2023 Q4	$1.44M	Buy	+59,762	New	+$1.31M	0.73%	27
2023 Q3	–	Sell	-60,067	Closed	-$1.38M	–	55
2023 Q2	$1.38M	Sell	60,067 -73	-0.1%	-$1.66K	0.72%	27
2023 Q1	$1.38M	Sell	60,140 -1,323	-2%	-$31.2K	0.75%	26
2022 Q4	$1.4M	Buy	61,463 +34,889	+131%	+$778K	0.85%	26
2022 Q3	$565K	Buy	+26,574	New	+$655K	0.35%	29

Other funds holding REET

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TPG Financial Advisors's REET Position: Q2 2025 in Review

TPG Financial Advisors sold out of iShares Global REIT ETF (REET) in Q2 2025, closing a stake of 11,839 shares — an estimated $287K sold.

TPG Financial Advisors first reported a position in REET in Q3 2022 and held it in 9 quarters. The position peaked at $1.44M in Q4 2023. 286 funds tracked by Wall St. Rank hold REET as of Q2 2025.

TPG Financial Advisors reported no remaining iShares Global REIT ETF position as of Q2 2025 after selling out during the quarter.
TPG Financial Advisors sold 11,839 iShares Global REIT ETF shares in Q2 2025, an estimated $287K.
TPG Financial Advisors first reported a position in iShares Global REIT ETF in Q3 2022 and held it in 9 quarters.
TPG Financial Advisors's iShares Global REIT ETF position peaked at $1.44M in Q4 2023.
286 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2025.

Based on TPG Financial Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.