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Claro Advisors’s iShares Global REIT ETF REET Stock Holding History

Claro 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 		– Sell
-8,778
Closed -$219K – 529
2025
Q4 		$219K Sell
8,778
-815
-8% -$20.6K 0.03% 386
2025
Q3 		$245K Sell
9,593
-15
-0.2% -$377 0.04% 348
2025
Q2 		$237K Sell
9,608
-3,300
-26% -$80K 0.04% 334
2025
Q1 		$313K Buy
12,908
+790
+7% +$19.2K 0.04% 376
2024
Q4 		$290K Buy
12,118
+445
+4% +$11.4K 0.04% 367
2024
Q3 		$312K Buy
11,673
+1,340
+13% +$33.9K 0.04% 368
2024
Q2 		$240K Sell
10,333
-600
-5% -$13.7K 0.04% 367
2024
Q1 		$259K Sell
10,933
-1,075
-9% -$25.2K 0.05% 351
2023
Q4 		$290K Buy
12,008
+547
+5% +$12K 0.06% 295
2023
Q3 		$243K Hold
11,461
– – 0.06% 306
2023
Q2 		$263K Sell
11,461
-85
-0.7% -$1.94K 0.07% 284
2023
Q1 		$265K Buy
11,546
+350
+3% +$8.26K 0.08% 269
2022
Q4 		$254K Buy
+11,196
New +$250K 0.08% 244

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