CX Institutional’s iShares Global REIT ETF REET Stock Holding History

CX Institutional’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 Q2	$3K	Buy	116 +1	+0.9%	+$27	﹤0.01%	1429
2026 Q1	$3K	Hold	115	–	–	﹤0.01%	1415
2025 Q4	$3K	Sell	115 -463	-80%	-$11.7K	﹤0.01%	1332
2025 Q3	$15K	Buy	578 +4	+0.7%	+$100	﹤0.01%	1140
2025 Q2	$14K	Hold	574	–	–	﹤0.01%	1005
2025 Q1	$14K	Buy	+574	New	+$14K	﹤0.01%	984
2023 Q1	–	Sell	-17,878	Closed	-$406K	–	565
2022 Q4	$406K	Sell	17,878 -55,472	-76%	-$1.24M	0.02%	394
2022 Q3	$1.56M	Buy	73,350 +32,303	+79%	+$796K	0.11%	217
2022 Q2	$993K	Buy	+41,047	New	+$1.09M	0.07%	241
2018 Q4	–	Sell	-6,026	Closed	-$152K	–	553
2018 Q3	$152K	Buy	+6,026	New	+$156K	0.05%	129

Other funds holding REET

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return