Greenspring Advisors’s iShares Global REIT ETF REET Stock Holding History

Greenspring 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	$3.31M	Buy	131,418 +11	+0%	+$286	0.2%	65
2025 Q4	$3.28M	Buy	131,407 +85,273	+185%	+$2.15M	0.2%	66
2025 Q3	$1.18M	Buy	+46,134	New	+$1.16M	0.21%	36
2025 Q1	$1.12M	Buy	46,134 +8,315	+22%	+$202K	0.27%	32
2024 Q4	$907K	Sell	37,819 -8,315	-18%	-$212K	0.2%	34
2024 Q3	$1.23M	Buy	46,134 +8,315	+22%	+$210K	0.27%	28
2024 Q2	$879K	Sell	37,819 -5,370	-12%	-$123K	0.21%	29
2024 Q1	$1.02M	Sell	43,189 -8,315	-16%	-$195K	0.26%	26
2023 Q4	$1.25M	Buy	51,504 +17,100	+50%	+$374K	0.34%	23
2023 Q3	$728K	Sell	34,404 -8,785	-20%	-$201K	0.23%	27
2023 Q2	$992K	Sell	43,189 -93,947	-69%	-$2.14M	0.3%	25
2023 Q1	$3.14M	Sell	137,136 -3,662	-3%	-$86.4K	0.69%	16
2022 Q4	$3.2M	Buy	140,798 +73,286	+109%	+$1.63M	0.85%	16
2022 Q3	$1.44M	Buy	67,512 +664	+1%	+$16.4K	0.44%	26
2022 Q2	$1.61M	Sell	66,848 -7,086	-10%	-$189K	0.47%	23
2022 Q1	$2.16M	Buy	73,934 +120	+0.2%	+$3.43K	0.57%	17
2021 Q4	$2.26M	Buy	+73,814	New	+$2.16M	0.58%	14

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