AHL
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Abel Hall LLC’s iShares Global REIT ETF REET Stock Holding History

Abel Hall LLC’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
2026
Q1 		$303K Sell
12,055
-518
-4% -$13.4K 0.06% 406
2025
Q4 		$314K Sell
12,573
-504
-4% -$12.7K 0.07% 313
2025
Q3 		$334K Sell
13,077
-2,163
-14% -$54.3K 0.14% 153
2025
Q2 		$376K Sell
15,240
-2,352
-13% -$57K 0.17% 122
2025
Q1 		$427K Hold
17,592
– – 0.26% 67
2024
Q4 		$422K Buy
17,592
+2
+0% +$51 0.27% 62
2024
Q3 		$469K Sell
17,590
-116
-0.7% -$2.93K 0.31% 52
2024
Q2 		$412K Sell
17,706
-2,712
-13% -$62K 0.29% 54
2024
Q1 		$484K Buy
20,418
+60
+0.3% +$1.4K 0.36% 43
2023
Q4 		$492K Buy
+20,358
New +$445K 0.42% 39

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VA
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Northwestern Mutual Wealth Management
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Creative Planning
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M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return