Gryphon Financial Partners’s iShares Global REIT ETF REET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$764K	Buy	30,379 +1,630	+6%	+$42.3K	0.08%	167
2025 Q4	$717K	Buy	28,749 +1,204	+4%	+$30.4K	0.08%	169
2025 Q3	$704K	Buy	27,545 +772	+3%	+$19.4K	0.08%	159
2025 Q2	$661K	Buy	26,773 +287	+1%	+$6.95K	0.09%	155
2025 Q1	$643K	Buy	26,486 +398	+2%	+$9.69K	0.1%	142
2024 Q4	$625K	Sell	26,088 -710	-3%	-$18.1K	0.09%	133
2024 Q3	$715K	Sell	26,798 -186	-0.7%	-$4.7K	0.1%	134
2024 Q2	$627K	Buy	26,984 +360	+1%	+$8.23K	0.09%	134
2024 Q1	$630K	Buy	26,624 +1,382	+5%	+$32.3K	0.11%	129
2023 Q4	$610K	Buy	25,242 +374	+2%	+$8.18K	0.11%	128
2023 Q3	$526K	Sell	24,868 -270	-1%	-$6.18K	0.13%	92
2023 Q2	$577K	Buy	25,138 +911	+4%	+$20.8K	0.13%	91
2023 Q1	$556K	Sell	24,227 -17,277	-42%	-$408K	0.13%	92
2022 Q4	$943K	Buy	41,504 +18,318	+79%	+$408K	0.23%	58
2022 Q3	$493K	Buy	23,186 +1,300	+6%	+$32K	0.13%	98
2022 Q2	$530K	Buy	21,886 +489	+2%	+$13K	0.13%	95
2022 Q1	$625K	Buy	21,397 +6,703	+46%	+$191K	0.13%	93
2021 Q4	$450K	Buy	14,694 +6,162	+72%	+$180K	0.09%	134
2021 Q3	$234K	Sell	8,532 -17	-0.2%	-$488	0.05%	174
2021 Q2	$237K	Sell	8,549 -498	-6%	-$13.6K	0.06%	152
2021 Q1	$231K	Buy	+9,047	New	+$223K	0.05%	151

Other funds holding REET