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

Arkos Global 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	$2.27M	Sell	90,187 -34,020	-27%	-$883K	0.28%	31
2025 Q4	$3.1M	Buy	124,207 +518	+0.4%	+$13.1K	0.4%	30
2025 Q3	$3.16M	Sell	123,689 -6,048	-5%	-$152K	0.4%	29
2025 Q2	$3.21M	Sell	129,737 -7,171	-5%	-$174K	0.44%	25
2025 Q1	$3.32M	Buy	136,908 +7,879	+6%	+$192K	0.49%	23
2024 Q4	$3.09M	Buy	129,029 +3,117	+2%	+$79.6K	0.45%	26
2024 Q3	$3.36M	Buy	125,912 +967	+0.8%	+$24.5K	0.49%	25
2024 Q2	$2.9M	Buy	124,945 +3,148	+3%	+$72K	0.47%	23
2024 Q1	$2.88M	Sell	121,797 -1,625	-1%	-$38K	0.48%	23
2023 Q4	$2.98M	Buy	123,422 +3,730	+3%	+$81.6K	0.54%	23
2023 Q3	$2.53M	Sell	119,692 -7,788	-6%	-$178K	0.52%	23
2023 Q2	$2.93M	Buy	127,480 +39,508	+45%	+$900K	0.56%	22
2023 Q1	$2.02M	Buy	87,972 +64,941	+282%	+$1.53M	0.41%	29
2022 Q4	$523K	Buy	+23,031	New	+$513K	0.13%	47

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

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 Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return