Capital Analysts LLC’s iShares Global REIT ETF REET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2K	Buy	+64	New	+$1.66K	﹤0.01%	1466
2025 Q4	–	Sell	-10,691	Closed	-$273K	–	1500
2025 Q3	$273K	Buy	10,691 +371	+4%	+$9.31K	0.01%	540
2025 Q2	$255K	Hold	10,320	–	–	0.01%	503
2025 Q1	$250K	Sell	10,320 -578	-5%	-$14.1K	0.01%	492
2024 Q4	$261K	Buy	10,898 +305	+3%	+$7.79K	0.01%	442
2024 Q3	$283K	Sell	10,593 -105	-1%	-$2.66K	0.01%	411
2024 Q2	$249K	Sell	10,698 -19,976	-65%	-$457K	0.01%	428
2024 Q1	$726K	Buy	30,674 +1,597	+5%	+$37.4K	0.03%	282
2023 Q4	$703K	Buy	29,077 +9,772	+51%	+$214K	0.04%	276
2023 Q3	$409K	Buy	19,305 +2,740	+17%	+$62.7K	0.02%	323
2023 Q2	$380K	Buy	16,565 +2,690	+19%	+$61.3K	0.02%	323
2023 Q1	$318K	Buy	13,875 +1,165	+9%	+$27.5K	0.02%	336
2022 Q4	$289K	Sell	12,710 -11,265	-47%	-$251K	0.02%	360
2022 Q3	$510K	Buy	23,975 +3,335	+16%	+$82.2K	0.04%	267
2022 Q2	$499K	Buy	20,640 +580	+3%	+$15.4K	0.03%	263
2022 Q1	$586K	Buy	20,060 +160	+0.8%	+$4.57K	0.04%	254
2021 Q4	$609K	Buy	19,900 +25	+0.1%	+$731	0.04%	245
2021 Q3	$545K	Buy	19,875 +1,246	+7%	+$35.7K	0.04%	253
2021 Q2	$516K	Buy	18,629 +1,655	+10%	+$45.2K	0.03%	253
2021 Q1	$432K	Buy	16,974 +16,890	+20,107%	+$417K	0.03%	265
2020 Q4	$2K	Buy	+84	New	+$1.89K	﹤0.01%	698

Other funds holding REET