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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.55M Buy
103,198
+20,113
+24% +$497K 0.65% 40
2025
Q1
$2.02M Sell
83,085
-2,380
-3% -$57.7K 0.54% 48
2024
Q4
$2.05M Buy
85,465
+2,270
+3% +$54.4K 0.56% 47
2024
Q3
$2.22M Buy
83,195
+1,585
+2% +$42.3K 0.6% 43
2024
Q2
$1.9M Buy
81,610
+547
+0.7% +$12.7K 0.56% 47
2024
Q1
$1.92M Sell
81,063
-5,386
-6% -$128K 0.62% 43
2023
Q4
$2.09M Sell
86,449
-18,220
-17% -$441K 0.73% 38
2023
Q3
$2.22M Buy
104,669
+12,635
+14% +$267K 0.86% 35
2023
Q2
$2.11M Buy
92,034
+7,033
+8% +$162K 0.83% 35
2023
Q1
$1.95M Sell
85,001
-923
-1% -$21.2K 0.8% 36
2022
Q4
$1.95M Buy
+85,924
New +$1.95M 0.88% 32
2022
Q2
Sell
-9,461
Closed -$276K 197
2022
Q1
$276K Buy
9,461
+790
+9% +$23K 0.11% 161
2021
Q4
$265K Buy
8,671
+420
+5% +$12.8K 0.1% 161
2021
Q3
$226K Sell
8,251
-821
-9% -$22.5K 0.1% 161
2021
Q2
$251K Buy
9,072
+358
+4% +$9.91K 0.11% 157
2021
Q1
$222K Buy
+8,714
New +$222K 0.11% 157