Collective Family Office’s iShares Global REIT ETF REET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.08M	Sell	111,458 -485	-0.4%	-$13.2K	0.63%	37
2026 Q1	$2.82M	Buy	111,943 +2,270	+2%	+$58.9K	0.63%	37
2025 Q4	$2.74M	Buy	109,673 +5,579	+5%	+$141K	0.63%	40
2025 Q3	$2.66M	Buy	104,094 +896	+0.9%	+$22.5K	0.64%	40
2025 Q2	$2.55M	Buy	103,198 +20,113	+24%	+$487K	0.65%	40
2025 Q1	$2.02M	Sell	83,085 -2,380	-3%	-$57.9K	0.54%	48
2024 Q4	$2.05M	Buy	85,465 +2,270	+3%	+$58K	0.56%	47
2024 Q3	$2.22M	Buy	83,195 +1,585	+2%	+$40.1K	0.6%	43
2024 Q2	$1.9M	Buy	81,610 +547	+0.7%	+$12.5K	0.56%	47
2024 Q1	$1.92M	Sell	81,063 -5,386	-6%	-$126K	0.62%	43
2023 Q4	$2.09M	Sell	86,449 -18,220	-17%	-$399K	0.73%	38
2023 Q3	$2.22M	Buy	104,669 +12,635	+14%	+$289K	0.86%	35
2023 Q2	$2.11M	Buy	92,034 +7,033	+8%	+$160K	0.83%	35
2023 Q1	$1.95M	Sell	85,001 -923	-1%	-$21.8K	0.8%	36
2022 Q4	$1.95M	Buy	+85,924	New	+$1.92M	0.88%	32
2022 Q2	–	Sell	-9,461	Closed	-$276K	–	197
2022 Q1	$276K	Buy	9,461 +790	+9%	+$22.6K	0.11%	161
2021 Q4	$265K	Buy	8,671 +420	+5%	+$12.3K	0.1%	161
2021 Q3	$226K	Sell	8,251 -821	-9%	-$23.6K	0.1%	161
2021 Q2	$251K	Buy	9,072 +358	+4%	+$9.78K	0.11%	157
2021 Q1	$222K	Buy	+8,714	New	+$215K	0.11%	157