Empower Advisory Group
REET icon

Empower Advisory Group’s iShares Global REIT ETF REET Stock Holding History

Empower Advisory Group’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 		$202K Sell
8,051
-4,363
-35% -$113K ﹤0.01% 495
2025
Q4 		$310K Buy
+12,414
New +$314K ﹤0.01% 405
2024
Q4 		– Sell
-7,699
Closed -$205K – 515
2024
Q3 		$205K Buy
+7,699
New +$195K ﹤0.01% 485
2024
Q1 		– Sell
-10,732
Closed -$260K – 511
2023
Q4 		$260K Buy
10,732
+10
+0.1% +$219 ﹤0.01% 419
2023
Q3 		$227K Hold
10,722
– – ﹤0.01% 429
2023
Q2 		$246K Sell
10,722
-1,381
-11% -$31.5K ﹤0.01% 427
2023
Q1 		$277K Buy
+12,103
New +$286K ﹤0.01% 404

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
VA
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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