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EA
Emerald Advisors’s
iShares Global REIT ETF
REET
Stock Holding History
Emerald Advisors’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
$3.04M
Buy
121,016
+15,771
+15%
+$410K
0.38%
15
2025
Q4
$2.63M
Buy
105,245
+8,477
+9%
+$214K
0.36%
17
2025
Q3
$2.47M
Buy
96,768
+4,276
+5%
+$107K
0.33%
18
2025
Q2
$2.28M
Buy
92,492
+2,167
+2%
+$52.5K
0.29%
16
2025
Q1
$2.19M
Buy
90,325
+10,778
+14%
+$262K
0.29%
15
2024
Q4
$1.91M
Sell
79,547
-1,053
-1%
-$26.9K
0.26%
19
2024
Q3
$2.13M
Buy
80,600
+3,057
+4%
+$77.3K
0.31%
17
2024
Q2
$1.8M
Buy
77,543
+14,772
+24%
+$338K
0.27%
17
2024
Q1
$1.49M
Buy
62,771
+16,026
+34%
+$375K
0.26%
20
2023
Q4
$1.13M
Sell
46,745
-11,744
-20%
-$257K
0.22%
21
2023
Q3
$1.24M
Buy
58,489
+5,842
+11%
+$134K
0.29%
18
2023
Q2
$1.21M
Buy
52,647
+8,639
+20%
+$197K
0.29%
19
2023
Q1
$1.01M
Buy
44,008
+8,459
+24%
+$200K
0.26%
21
2022
Q4
$807K
Sell
35,549
-5,654
-14%
-$126K
0.22%
26
2022
Q3
$876K
Buy
41,203
+305
+0.7%
+$7.51K
0.25%
23
2022
Q2
$989K
Sell
40,898
-4,141
-9%
-$110K
0.28%
25
2022
Q1
$1.32M
Buy
45,039
+2,551
+6%
+$72.9K
0.31%
25
2021
Q4
$1.3M
Buy
42,488
+20,639
+94%
+$603K
0.31%
25
2021
Q3
$599K
Buy
21,849
+2,596
+13%
+$74.5K
0.17%
46
2021
Q2
$534K
Buy
19,253
+3,766
+24%
+$103K
0.17%
51
2021
Q1
$395K
Buy
+15,487
New
+$382K
0.14%
53
Other funds holding REET
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
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
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
PL
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
SC
Savant Capital
Rockford, Illinois
$20.7B AUM
19.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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