Cetera Investment Advisers
REET icon

Cetera Investment Advisers’s iShares Global REIT ETF REET Stock Holding History

Cetera Investment Advisers’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 		$8.78M Buy
348,928
+20,968
+6% +$544K 0.01% 1143
2025
Q4 		$8.18M Buy
327,960
+12,345
+4% +$312K 0.01% 1151
2025
Q3 		$8.07M Buy
315,615
+10,723
+4% +$269K 0.01% 1123
2025
Q2 		$7.53M Sell
304,892
-7,546
-2% -$183K 0.01% 969
2025
Q1 		$7.58M Buy
312,438
+13,191
+4% +$321K 0.01% 904
2024
Q4 		$7.17M Sell
299,247
-16,742
-5% -$427K 0.02% 857
2024
Q3 		$8.43M Sell
315,989
-282,834
-47% -$7.15M 0.02% 767
2024
Q2 		$13.9M Buy
598,823
+263,354
+79% +$6.02M 0.03% 525
2024
Q1 		$7.94M Buy
335,469
+310,072
+1,221% +$7.26M 0.02% 762
2023
Q4 		$614K Buy
25,397
+1,752
+7% +$38.3K 0.01% 1385
2023
Q3 		$501K Buy
23,645
+738
+3% +$16.9K ﹤0.01% 1416
2023
Q2 		$526K Sell
22,907
-5,169
-18% -$118K ﹤0.01% 1423
2023
Q1 		$644K Sell
28,076
-1,123
-4% -$26.5K 0.01% 1280
2022
Q4 		$663K Buy
29,199
+18,723
+179% +$417K 0.01% 1212
2022
Q3 		$223K Sell
10,476
-1,977
-16% -$48.7K ﹤0.01% 1442
2022
Q2 		$301K Buy
12,453
+4,328
+53% +$115K ﹤0.01% 1419
2022
Q1 		$237K Buy
+8,125
New +$232K ﹤0.01% 1608

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