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Capasso Planning Partners’s iShares Global REIT ETF REET Stock Holding History

Capasso Planning Partners’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 		$2.34M Buy
92,933
+7,560
+9% +$196K 1.26% 19
2025
Q4 		$2.13M Buy
85,373
+9,913
+13% +$250K 1.17% 18
2025
Q3 		$1.93M Sell
75,460
-564
-0.7% -$14.2K 1.2% 19
2025
Q2 		$1.88M Sell
76,024
-28,832
-27% -$699K 1.06% 21
2025
Q1 		$2.54M Buy
104,856
+5,068
+5% +$123K 1.06% 22
2024
Q4 		$2.39M Sell
99,788
-21,729
-18% -$555K 0.96% 24
2024
Q3 		$3.24M Sell
121,517
-2,387
-2% -$60.4K 0.96% 17
2024
Q2 		$2.88M Sell
123,904
-17,522
-12% -$401K 0.94% 25
2024
Q1 		$3.35M Sell
141,426
-16,960
-11% -$397K 1.39% 14
2023
Q4 		$3.83M Buy
158,386
+6,636
+4% +$145K 1.79% 12
2023
Q3 		$3.21M Buy
151,750
+4,400
+3% +$101K 1.72% 15
2023
Q2 		$3.38M Buy
147,350
+9,167
+7% +$209K 1.82% 15
2023
Q1 		$3.17M Buy
138,183
+8,828
+7% +$208K 1.86% 16
2022
Q4 		$2.94M Buy
129,355
+22,090
+21% +$492K 1.87% 17
2022
Q3 		$2.28M Sell
107,265
-2,384
-2% -$58.7K 1.59% 19
2022
Q2 		$2.65M Sell
109,649
-2,771
-2% -$73.8K 1.88% 17
2022
Q1 		$3.28M Buy
112,420
+4,846
+5% +$138K 2.32% 13
2021
Q4 		$3.29M Buy
+107,574
New +$3.14M 2.4% 12

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
VA
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return