Diversified Portfolios Inc’s iShares Global REIT ETF REET Stock Holding History

Diversified Portfolios Inc’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	$12.4M	Sell	494,490 -94,301	-16%	-$2.45M	1.02%	24
2025 Q4	$14.7M	Sell	588,791 -294,958	-33%	-$7.45M	1.22%	20
2025 Q3	$22.6M	Buy	883,749 +29,847	+3%	+$749K	1.99%	13
2025 Q2	$21.1M	Buy	853,902 +38,133	+5%	+$924K	2.01%	12
2025 Q1	$19.8M	Buy	815,769 +43,596	+6%	+$1.06M	2.08%	12
2024 Q4	$18.5M	Buy	772,173 +55,482	+8%	+$1.42M	2.02%	13
2024 Q3	$19.1M	Buy	716,691 +45,134	+7%	+$1.14M	2.15%	13
2024 Q2	$15.6M	Buy	671,557 +19,494	+3%	+$446K	2.06%	14
2024 Q1	$15.4M	Buy	652,063 +37,413	+6%	+$875K	2.17%	12
2023 Q4	$14.9M	Buy	614,650 +16,372	+3%	+$358K	2.34%	12
2023 Q3	$12.7M	Buy	598,278 +148,104	+33%	+$3.39M	2.39%	11
2023 Q2	$10.3M	Buy	450,174 +101,321	+29%	+$2.31M	2.08%	13
2023 Q1	$8M	Buy	348,853 +43,438	+14%	+$1.03M	1.78%	13
2022 Q4	$6.94M	Buy	305,415 +201,048	+193%	+$4.48M	1.59%	15
2022 Q3	$2.22M	Buy	104,367 +87,341	+513%	+$2.15M	0.6%	29
2022 Q2	$412K	Sell	17,026 -18,828	-53%	-$501K	0.11%	87
2022 Q1	$1.05M	Buy	35,854 +28,242	+371%	+$807K	0.25%	56
2021 Q4	$233K	Buy	+7,612	New	+$223K	0.06%	121

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