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Cornerstone Financial Group’s iShares Global REIT ETF REET Stock Holding History

Cornerstone Financial Group’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 		$3.75M Buy
137,670
+17,883
+15% +$464K 2.41% 15
2025
Q4 		$2.99M Buy
119,787
+26,809
+29% +$677K 2.09% 16
2025
Q3 		$2.38M Buy
92,978
+16,343
+21% +$410K 1.84% 17
2025
Q2 		$1.89M Buy
76,635
+4,850
+7% +$118K 1.61% 20
2025
Q1 		$1.77M Buy
71,785
+9,685
+16% +$236K 1.59% 20
2024
Q4 		$1.49M Buy
+62,100
New +$1.59M 1.47% 21

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