Callan Family Office’s iShares Global REIT ETF REET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.45M Sell
99,216
-16,726
-14% -$413K 0.08% 247
2025
Q1
$2.81M Sell
115,942
-3,090
-3% -$75K 0.21% 105
2024
Q4
$2.85M Buy
119,032
+13,604
+13% +$326K 0.18% 111
2024
Q3
$2.81M Buy
105,428
+4,656
+5% +$124K 0.47% 39
2024
Q2
$2.34M Sell
100,772
-1,538
-2% -$35.8K 0.45% 36
2024
Q1
$2.42M Buy
102,310
+20,235
+25% +$479K 0.57% 30
2023
Q4
$1.98M Buy
82,075
+4,902
+6% +$119K 0.49% 32
2023
Q3
$1.63M Sell
77,173
-715
-0.9% -$15.1K 0.44% 36
2023
Q2
$1.79M Buy
77,888
+14,675
+23% +$337K 0.47% 32
2023
Q1
$1.45M Sell
63,213
-650
-1% -$14.9K 0.35% 41
2022
Q4
$1.45M Buy
+63,863
New +$1.45M 0.47% 31