Corient Private Wealth
REET icon

Corient Private Wealth’s iShares Global REIT ETF REET Stock Holding History

Corient Private Wealth’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 		$7.67M Sell
305,013
-357,735
-54% -$9.29M 0.01% 711
2025
Q4 		$16.5M Buy
662,748
+577,589
+678% +$14.6M 0.01% 612
2025
Q3 		$2.18M Sell
85,159
-277,492
-77% -$6.97M ﹤0.01% 1024
2025
Q2 		$8.96M Sell
362,651
-33,575
-8% -$813K 0.01% 548
2025
Q1 		$9.61M Sell
396,226
-41,248
-9% -$1M 0.02% 531
2024
Q4 		$10.5M Sell
437,474
-6,043
-1% -$154K 0.02% 505
2024
Q3 		$11.8M Buy
443,517
+2,574
+0.6% +$65.1K 0.02% 519
2024
Q2 		$10.3M Buy
440,943
+17,563
+4% +$402K 0.02% 523
2024
Q1 		$10M Sell
423,380
-930
-0.2% -$21.8K 0.02% 521
2023
Q4 		$10.3M Buy
424,310
+253,597
+149% +$5.55M 0.02% 513
2023
Q3 		$3.61M Sell
170,713
-6,806
-4% -$156K 0.01% 721
2023
Q2 		$4.08M Sell
177,519
-84,359
-32% -$1.92M 0.01% 687
2023
Q1 		$6M Buy
261,878
+75,262
+40% +$1.78M 0.02% 547
2022
Q4 		$4.24M Buy
+186,616
New +$4.16M 0.02% 537

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