Foster Group’s iShares Global REIT ETF REET Stock Holding History

Foster 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 Q2	$662K	Sell	23,965 -3,947	-14%	-$107K	0.02%	162
2026 Q1	$702K	Sell	27,912 -11,147	-29%	-$289K	0.02%	137
2025 Q4	$975K	Sell	39,059 -2,351	-6%	-$59.4K	0.03%	114
2025 Q3	$1.06M	Sell	41,410 -3,024	-7%	-$75.9K	0.03%	105
2025 Q2	$1.1M	Sell	44,434 -3,772	-8%	-$91.4K	0.04%	98
2025 Q1	$1.17M	Sell	48,206 -2,538	-5%	-$61.8K	0.04%	82
2024 Q4	$1.22M	Sell	50,744 -42,959	-46%	-$1.1M	0.05%	78
2024 Q3	$2.5M	Sell	93,703 -810	-0.9%	-$20.5K	0.09%	57
2024 Q2	$2.2M	Sell	94,513 -9,739	-9%	-$223K	0.09%	61
2024 Q1	$2.47M	Buy	+104,252	New	+$2.44M	0.12%	52
2023 Q2	–	Sell	-14,328	Closed	-$329K	–	174
2023 Q1	$329K	Buy	+14,328	New	+$338K	0.02%	126

Other funds holding REET

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return