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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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 Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return