Brooklyn FI’s iShares Global REIT ETF REET Stock Holding History

Brooklyn FI’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	$12.7M	Buy	504,122 +39,985	+9%	+$1.04M	2.66%	13
2025 Q4	$11.6M	Buy	464,137 +72,854	+19%	+$1.84M	2.48%	14
2025 Q3	$10M	Buy	391,283 +81,330	+26%	+$2.04M	2.25%	14
2025 Q2	$7.66M	Buy	309,953 +42,568	+16%	+$1.03M	1.96%	19
2025 Q1	$6.49M	Buy	267,385 +30,602	+13%	+$745K	2%	16
2024 Q4	$5.68M	Buy	236,783 +11,081	+5%	+$283K	1.89%	18
2024 Q3	$6.02M	Buy	225,702 +13,357	+6%	+$338K	2.12%	15
2024 Q2	$4.94M	Buy	212,345 +67,677	+47%	+$1.55M	1.93%	18
2024 Q1	$3.43M	Buy	144,668 +33,214	+30%	+$777K	1.41%	22
2023 Q4	$2.69M	Sell	111,454 -40,280	-27%	-$881K	1.27%	23
2023 Q3	$3.21M	Sell	151,734 -66,196	-30%	-$1.52M	1.73%	17
2023 Q2	$5.01M	Buy	217,930 +153,784	+240%	+$3.5M	2.73%	13
2023 Q1	$1.96M	Buy	64,146 +17,529	+38%	+$414K	1.82%	15
2022 Q4	$3.8M	Sell	46,617 -89,689	-66%	-$2M	2.72%	13
2022 Q3	$2.9M	Buy	136,306 +103,374	+314%	+$2.55M	2.47%	13
2022 Q2	$2.71M	Sell	32,932 -48,230	-59%	-$1.28M	2.68%	12
2022 Q1	$2.37M	Buy	81,162 +17,016	+27%	+$486K	2.05%	17
2021 Q4	$1.96M	Buy	+64,146	New	+$1.88M	1.84%	15

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