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Waypoint Wealth Partners’s iShares Global REIT ETF REET Stock Holding History

Waypoint Wealth Partners’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 		$965K Hold
39,050
– – 0.23% 31
2025
Q1 		$947K Hold
39,050
– – 0.26% 28
2024
Q4 		$936K Buy
39,050
+1
+0% +$26 0.26% 30
2024
Q3 		$1.04M Buy
39,049
+1
+0% +$25 0.28% 29
2024
Q2 		$908K Hold
39,048
– – 0.27% 27
2024
Q1 		$925K Hold
39,048
– – 0.26% 28
2023
Q4 		$944K Buy
39,048
+1
+0% +$22 0.29% 25
2023
Q3 		$827K Sell
39,047
-52
-0.1% -$1.19K 0.29% 24
2023
Q2 		$898K Buy
39,099
+1
+0% +$23 0.31% 23
2023
Q1 		$897K Hold
39,098
– – 0.32% 25
2022
Q4 		$888K Sell
39,098
-2,345
-6% -$52.3K 0.35% 23
2022
Q3 		$881K Sell
41,443
-3,670
-8% -$90.4K 0.37% 23
2022
Q2 		$1.09M Sell
45,113
-6,057
-12% -$161K 0.42% 26
2022
Q1 		$1.5M Sell
51,170
-30,228
-37% -$863K 0.55% 18
2021
Q4 		$2.49M Buy
81,398
+41,334
+103% +$1.21M 0.85% 14
2021
Q3 		$1.1M Sell
40,064
-1,185
-3% -$34K 0.41% 19
2021
Q2 		$1.14M Buy
41,249
+16
+0% +$437 0.44% 16
2021
Q1 		$1.05M Sell
41,233
-8,896
-18% -$220K 0.77% 13
2020
Q4 		$1.2M Buy
+50,129
New +$1.13M 0.94% 12

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Waypoint Wealth Partners's REET Position: Q2 2025 in Review

Waypoint Wealth Partners held its iShares Global REIT ETF (REET) position steady in Q2 2025 at 39,050 shares worth $965K. The position accounts for 0.23% of the portfolio, ranked #31.

Waypoint Wealth Partners first reported a position in REET in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.49M in Q4 2021. 286 funds tracked by Wall St. Rank hold REET as of Q2 2025.

  • Waypoint Wealth Partners held 39,050 shares of iShares Global REIT ETF worth $965K as of Q2 2025.
  • Waypoint Wealth Partners left its iShares Global REIT ETF share count unchanged in Q2 2025.
  • iShares Global REIT ETF made up 0.23% of Waypoint Wealth Partners's portfolio in Q2 2025, its #31 holding.
  • Waypoint Wealth Partners first reported a position in iShares Global REIT ETF in Q4 2020 and has held it in 19 quarters since.
  • Waypoint Wealth Partners's iShares Global REIT ETF position peaked at $2.49M in Q4 2021.
  • 286 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.