CAPTRUST Financial Advisors
REET icon

CAPTRUST Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

CAPTRUST Financial Advisors’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 		$479K Buy
19,045
+4
+0% +$104 ﹤0.01% 2056
2025
Q4 		$475K Buy
19,041
+69
+0.4% +$1.74K ﹤0.01% 1929
2025
Q3 		$485K Sell
18,972
-1,076
-5% -$27K ﹤0.01% 1836
2025
Q2 		$495K Buy
20,048
+2
+0% +$48 ﹤0.01% 1737
2025
Q1 		$486K Sell
20,046
-282
-1% -$6.87K ﹤0.01% 1658
2024
Q4 		$487K Buy
20,328
+11
+0.1% +$281 ﹤0.01% 1615
2024
Q3 		$542K Buy
20,317
+685
+3% +$17.3K ﹤0.01% 1527
2024
Q2 		$456K Buy
19,632
+2,288
+13% +$52.3K ﹤0.01% 1555
2024
Q1 		$411K Buy
+17,344
New +$406K ﹤0.01% 1593
2022
Q3 		– Sell
-2,158
Closed -$52K – 3605
2022
Q2 		$52K Sell
2,158
-1,254
-37% -$33.4K ﹤0.01% 2719
2022
Q1 		$100K Buy
3,412
+1,457
+75% +$41.6K ﹤0.01% 2268
2021
Q4 		$60K Buy
1,955
+239
+14% +$6.99K ﹤0.01% 2540
2021
Q3 		$47K Buy
+1,716
New +$49.2K ﹤0.01% 2623

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