Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Cerity Partners’s
iShares Global REIT ETF
REET
Stock Holding History
Cerity 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
$3.31M
Buy
+131,690
New
+$3.42M
﹤0.01%
1206
2024
Q2
–
Sell
-15,025
Closed
-$356K
–
2376
2024
Q1
$356K
Sell
15,025
-279,041
-95%
-$6.53M
﹤0.01%
1774
2023
Q4
$7.11M
Sell
294,066
-46,531
-14%
-$1.02M
0.02%
446
2023
Q3
$7.21M
Sell
340,597
-3,131
-0.9%
-$71.7K
0.04%
350
2023
Q2
$7.9M
Buy
343,728
+10,527
+3%
+$240K
0.03%
390
2023
Q1
$7.64M
Sell
333,201
-21,017
-6%
-$496K
0.02%
404
2022
Q4
$8.04M
Buy
354,218
+175,923
+99%
+$3.92M
0.05%
290
2022
Q3
$3.79M
Sell
178,295
-2,550
-1%
-$62.8K
0.05%
278
2022
Q2
$4.37M
Buy
+180,845
New
+$4.81M
0.05%
268
2022
Q1
–
Sell
-39,071
Closed
-$1.2M
–
1076
2021
Q4
$1.2M
Buy
+39,071
New
+$1.14M
0.02%
408
Other funds holding REET
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
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
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
PL
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
SC
Savant Capital
Rockford, Illinois
$20.7B AUM
19.76%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close