CWM
REET icon

Comprehensive Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Comprehensive Wealth Management’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 		$1.13M Buy
44,823
+3,190
+8% +$82.8K 0.57% 31
2025
Q4 		$1.04M Buy
41,633
+6,010
+17% +$152K 0.61% 32
2025
Q3 		$911K Buy
35,623
+9,382
+36% +$235K 0.65% 30
2025
Q2 		$648K Buy
+26,241
New +$636K 0.52% 31
2024
Q2 		– Sell
-18,823
Closed -$446K – 40
2024
Q1 		$446K Buy
18,823
+2,061
+12% +$48.2K 0.35% 26
2023
Q4 		$405K Sell
16,762
-921
-5% -$20.1K 0.37% 30
2023
Q3 		$374K Buy
17,683
+654
+4% +$15K 0.35% 30
2023
Q2 		$391K Buy
17,029
+736
+5% +$16.8K 0.34% 32
2023
Q1 		$374K Buy
+16,293
New +$385K 0.31% 33

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