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

Cypress Point 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	–	Sell	-8,434	Closed	-$210K	–	132
2025 Q4	$210K	Hold	8,434	–	–	0.05%	86
2025 Q3	$216K	Hold	8,434	–	–	0.04%	79
2025 Q2	$208K	Sell	8,434 -806	-9%	-$19.5K	0.05%	79
2025 Q1	$224K	Sell	9,240 -1,838	-17%	-$44.7K	0.07%	66
2024 Q4	$266K	Sell	11,078 -2,821	-20%	-$72K	0.08%	64
2024 Q3	$371K	Hold	13,899	–	–	0.15%	61
2024 Q2	$323K	Sell	13,899 -370	-3%	-$8.46K	0.15%	62
2024 Q1	$338K	Sell	14,269 -1,947	-12%	-$45.6K	0.17%	59
2023 Q4	$392K	Sell	16,216 -2,784	-15%	-$60.9K	0.29%	48
2023 Q3	$402K	Sell	19,000 -950	-5%	-$21.7K	0.35%	42
2023 Q2	$458K	Hold	19,950	–	–	0.49%	30
2023 Q1	$457K	Hold	19,950	–	–	0.65%	31
2022 Q4	$453K	Buy	+19,950	New	+$445K	0.71%	29

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cypress Point Wealth Management's REET Position: Q1 2026 in Review

Cypress Point Wealth Management sold out of iShares Global REIT ETF (REET) in Q1 2026, closing a stake of 8,434 shares — an estimated $210K sold.

Cypress Point Wealth Management first reported a position in REET in Q4 2022 and held it in 13 quarters. The position peaked at $458K in Q2 2023. 301 funds tracked by Wall St. Rank hold REET as of Q1 2026.

Cypress Point Wealth Management reported no remaining iShares Global REIT ETF position as of Q1 2026 after selling out during the quarter.
Cypress Point Wealth Management sold 8,434 iShares Global REIT ETF shares in Q1 2026, an estimated $210K.
Cypress Point Wealth Management first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 13 quarters.
Cypress Point Wealth Management's iShares Global REIT ETF position peaked at $458K in Q2 2023.
301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Cypress Point Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.