Beacon Pointe Advisors’s iShares Global REIT ETF REET Stock Holding History

Beacon Pointe 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	$1.44M	Buy	57,101 +18,049	+46%	+$469K	0.01%	855
2025 Q4	$974K	Buy	39,052 +1	+0%	+$25	0.01%	841
2025 Q3	$998K	Buy	39,051 +20,071	+106%	+$504K	0.01%	762
2025 Q2	$469K	Sell	18,980 -651	-3%	-$15.8K	﹤0.01%	900
2025 Q1	$476K	Hold	19,631	–	–	0.01%	862
2024 Q4	$471K	Buy	19,631 +1,000	+5%	+$25.5K	0.01%	854
2024 Q3	$497K	Sell	18,631 -7,400	-28%	-$187K	0.01%	860
2024 Q2	$605K	Sell	26,031 -1,413	-5%	-$32.3K	0.01%	812
2024 Q1	$650K	Sell	27,444 -3,853	-12%	-$90.2K	0.01%	816
2023 Q4	$757K	Sell	31,297 -125	-0.4%	-$2.73K	0.01%	756
2023 Q3	$665K	Buy	31,422 +3,325	+12%	+$76.1K	0.01%	762
2023 Q2	$645K	Sell	28,097 -5,922	-17%	-$135K	0.01%	641
2023 Q1	$780K	Sell	34,019 -2,200	-6%	-$51.9K	0.01%	612
2022 Q4	$823K	Sell	36,219 -2,569	-7%	-$57.3K	0.02%	552
2022 Q3	$828K	Sell	38,788 -901	-2%	-$22.2K	0.02%	508
2022 Q2	$958K	Buy	39,689 +1,264	+3%	+$33.6K	0.02%	474
2022 Q1	$1.12M	Buy	+38,425	New	+$1.1M	0.02%	585

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