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

Aire 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
2026
Q1 		$329K Buy
13,087
+7
+0.1% +$182 0.06% 130
2025
Q4 		$326K Buy
13,080
+19
+0.1% +$480 0.06% 122
2025
Q3 		$334K Buy
13,061
+11
+0.1% +$276 0.06% 128
2025
Q2 		$322K Buy
13,050
+510
+4% +$12.4K 0.06% 130
2025
Q1 		$304K Sell
12,540
-6,839
-35% -$167K 0.06% 122
2024
Q4 		$465K Sell
19,379
-2,098
-10% -$53.6K 0.1% 108
2024
Q3 		$573K Sell
21,477
-888
-4% -$22.5K 0.13% 88
2024
Q2 		$520K Sell
22,365
-2,279
-9% -$52.1K 0.12% 90
2024
Q1 		$584K Buy
24,644
+1,053
+4% +$24.6K 0.13% 88
2023
Q4 		$571K Sell
23,591
-21,534
-48% -$471K 0.14% 85
2023
Q3 		$955K Sell
45,125
-2,608
-5% -$59.7K 0.26% 65
2023
Q2 		$1.1M Sell
47,733
-9,071
-16% -$207K 0.29% 62
2023
Q1 		$1.3M Sell
56,804
-48,797
-46% -$1.15M 0.36% 52
2022
Q4 		$2.4M Buy
105,601
+55,387
+110% +$1.23M 0.73% 31
2022
Q3 		$1.07M Sell
50,214
-2,566
-5% -$63.2K 0.37% 49
2022
Q2 		$1.28M Sell
52,780
-5,426
-9% -$144K 0.46% 40
2022
Q1 		$1.58M Sell
58,206
-136,830
-70% -$3.91M 0.56% 36
2021
Q4 		$5.98M Buy
+195,036
New +$5.7M 2.58% 13

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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