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Wilshire Advisors’s iShares Global REIT ETF REET Stock Holding History

Wilshire 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
-782,038
Closed -$4.79M – 12
2025
Q1 		$4.79M Buy
782,038
+109,303
+16% +$2.66M 15.14% 2
2024
Q4 		$16.1M Buy
672,735
+212,981
+46% +$5.44M 5.89% 5
2024
Q3 		$12.3M Sell
459,754
-28,645
-6% -$724K 5.89% 5
2024
Q2 		$11.4M Buy
488,399
+8,285
+2% +$189K 5.69% 5
2024
Q1 		$11.4M Sell
480,114
-6,916
-1% -$162K 5.66% 5
2023
Q4 		$11.8M Buy
487,030
+17,576
+4% +$384K 6.1% 5
2023
Q3 		$9.94M Buy
469,454
+9,033
+2% +$207K 5.52% 5
2023
Q2 		$10.6M Buy
460,421
+5,000
+1% +$114K 5.61% 5
2023
Q1 		$10.4M Sell
455,421
-67,722
-13% -$1.6M 5.59% 5
2022
Q4 		$11.9M Buy
523,143
+2,575
+0.5% +$57.4K 6.49% 5
2022
Q3 		$11.1M Buy
520,568
+2,018
+0.4% +$49.7K 6.34% 5
2022
Q2 		$12.5M Sell
518,550
-7,519
-1% -$200K 6.56% 5
2022
Q1 		$15.4M Sell
526,069
-17,417
-3% -$497K 6.87% 5
2021
Q4 		$16.6M Buy
+543,486
New +$15.9M 6.38% 5

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

Wilshire Advisors's REET Position: Q2 2025 in Review

Wilshire Advisors sold out of iShares Global REIT ETF (REET) in Q2 2025, closing a stake of 782,038 shares — an estimated $4.79M sold.

Wilshire Advisors first reported a position in REET in Q4 2021 and held it in 14 quarters. The position peaked at $16.6M in Q4 2021. 286 funds tracked by Wall St. Rank hold REET as of Q2 2025.

  • Wilshire Advisors reported no remaining iShares Global REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Wilshire Advisors sold 782,038 iShares Global REIT ETF shares in Q2 2025, an estimated $4.79M.
  • Wilshire Advisors first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 14 quarters.
  • Wilshire Advisors's iShares Global REIT ETF position peaked at $16.6M in Q4 2021.
  • 286 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2025.

Based on Wilshire Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.