Farther Finance Advisors’s iShares Global REIT ETF REET Stock Holding History

Farther Finance 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	$549K	Buy	21,602 +1,989	+10%	+$51.6K	0.01%	1334
2025 Q4	$489K	Sell	19,613 -1,418	-7%	-$35.8K	0.01%	1323
2025 Q3	$538K	Sell	21,031 -17,988	-46%	-$452K	0.01%	1039
2025 Q2	$964K	Buy	39,019 +34,193	+709%	+$828K	0.02%	603
2025 Q1	$117K	Buy	4,826 +3,371	+232%	+$82.1K	﹤0.01%	1459
2024 Q4	$34.9K	Hold	1,455	–	–	﹤0.01%	1828
2024 Q3	$38.8K	Buy	+1,455	New	+$36.8K	﹤0.01%	1780
2024 Q1	–	Sell	-39,317	Closed	-$951K	–	3721
2023 Q4	$951K	Buy	+39,317	New	+$860K	0.07%	243
2023 Q2	–	Sell	-5	Closed	-$115	–	2559
2023 Q1	$115	Buy	+5	New	+$118	﹤0.01%	2275

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