Clune & Associates’s iShares Global REIT ETF REET Stock Holding History

Clune & Associates’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 Q2	$2.27M	Sell	82,104 -11,851	-13%	-$321K	0.34%	52
2026 Q1	$2.36M	Buy	93,955 +15,381	+20%	+$399K	0.44%	57
2025 Q4	$1.96M	Buy	78,574 +11,522	+17%	+$291K	0.42%	59
2025 Q3	$1.71M	Buy	67,052 +2,272	+4%	+$57K	0.43%	61
2025 Q2	$1.6M	Buy	64,780 +6,117	+10%	+$148K	0.44%	60
2025 Q1	$1.42M	Buy	58,663 +5,389	+10%	+$131K	0.44%	62
2024 Q4	$1.28M	Buy	+53,274	New	+$1.36M	0.42%	62

Other funds holding REET

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return