GeoWealth Management’s iShares Global REIT ETF REET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,614	Closed	-$230K	–	1645
2024 Q4	$230K	Buy	9,614 +953	+11%	+$22.8K	0.01%	709
2024 Q3	$231K	Buy	+8,661	New	+$231K	0.01%	672
2019 Q4	–	Sell	-14,092	Closed	-$396K	–	181
2019 Q3	$396K	Buy	+14,092	New	+$396K	0.09%	120