Caldwell Sutter Capital’s iShares Global REIT ETF REET Stock Holding History

Caldwell Sutter Capital’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	$3.6K	Hold	143	–	–	﹤0.01%	686
2025 Q4	$3.57K	Hold	143	–	–	﹤0.01%	675
2025 Q3	$3.65K	Hold	143	–	–	﹤0.01%	675
2025 Q2	$3.53K	Hold	143	–	–	﹤0.01%	657
2025 Q1	$3.47K	Hold	143	–	–	﹤0.01%	671
2024 Q4	$3.43K	Hold	143	–	–	﹤0.01%	684
2024 Q3	$3.82K	Hold	143	–	–	﹤0.01%	678
2024 Q2	$3.33K	Hold	143	–	–	﹤0.01%	691
2024 Q1	$3.39K	Hold	143	–	–	﹤0.01%	680
2023 Q4	$3.46K	Hold	143	–	–	﹤0.01%	678
2023 Q3	$3.03K	Hold	143	–	–	﹤0.01%	671
2023 Q2	$3.29K	Buy	143 +48	+51%	+$1.09K	﹤0.01%	671
2023 Q1	$2.18K	Buy	+95	New	+$2.24K	﹤0.01%	486

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