CCMI
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Creative Capital Management Investments’s iShares Global REIT ETF REET Stock Holding History

Creative Capital Management Investments’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 		$46.2K Hold
1,836
– – 0.01% 120
2025
Q4 		$45.8K Hold
1,836
– – 0.01% 120
2025
Q3 		$46.9K Hold
1,836
– – 0.02% 117
2025
Q2 		$45.3K Hold
1,836
– – 0.02% 123
2025
Q1 		$44.5K Hold
1,836
– – 0.02% 113
2024
Q4 		$44K Hold
1,836
– – 0.02% 111
2024
Q3 		$49K Hold
1,836
– – 0.02% 93
2024
Q2 		$42.7K Hold
1,836
– – 0.02% 91
2024
Q1 		$43.5K Hold
1,836
– – 0.02% 88
2023
Q4 		$44.4K Sell
1,836
-10,739
-85% -$235K 0.03% 90
2023
Q3 		$266K Hold
12,575
– – 0.18% 30
2023
Q2 		$289K Sell
12,575
-4,953
-28% -$113K 0.21% 30
2023
Q1 		$402K Sell
17,528
-14,647
-46% -$346K 0.29% 26
2022
Q4 		$731K Buy
+32,175
New +$717K 0.64% 19

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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