EH
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Equitable Holdings’s iShares Global REIT ETF REET Stock Holding History

Equitable Holdings’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 		$427K Buy
17,127
+36
+0.2% +$935 ﹤0.01% 1317
2025
Q4 		$426K Sell
17,091
-9,420
-36% -$238K ﹤0.01% 1167
2025
Q3 		$678K Buy
26,511
+7,041
+36% +$177K 0.01% 977
2025
Q2 		$481K Hold
19,470
– – ﹤0.01% 1022
2025
Q1 		$472K Hold
19,470
– – ﹤0.01% 932
2024
Q4 		$467K Buy
+19,470
New +$497K ﹤0.01% 891
2022
Q2 		– Sell
-7,850
Closed -$229K – 903
2022
Q1 		$229K Sell
7,850
-1,671
-18% -$47.7K ﹤0.01% 807
2021
Q4 		$291K Buy
9,521
+119
+1% +$3.48K ﹤0.01% 712
2021
Q3 		$258K Buy
+9,402
New +$270K ﹤0.01% 721

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