Guardian Wealth Advisors (North Carolina)’s iShares Global REIT ETF REET Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$477K	Sell	18,960 -885	-4%	-$23K	0.03%	220
2025 Q4	$495K	Buy	19,845 +1,710	+9%	+$43.2K	0.03%	217
2025 Q3	$464K	Buy	18,135 +275	+2%	+$6.9K	0.03%	218
2025 Q2	$441K	Buy	17,860 +595	+3%	+$14.4K	0.03%	212
2025 Q1	$419K	Buy	17,265 +1,270	+8%	+$30.9K	0.03%	207
2024 Q4	$383K	Buy	15,995 +1,675	+12%	+$42.8K	0.03%	221
2024 Q3	$382K	Buy	14,320 +420	+3%	+$10.6K	0.04%	190
2024 Q2	$323K	Buy	13,900 +1,350	+11%	+$30.9K	0.04%	191
2024 Q1	$297K	Buy	12,550 +2,235	+22%	+$52.3K	0.04%	213
2023 Q4	$249K	Buy	10,315 +3,025	+41%	+$66.2K	0.04%	212
2023 Q3	$156K	Sell	7,290 -50	-0.7%	-$1.15K	0.03%	244
2023 Q2	$169K	Buy	7,340 +2,015	+38%	+$45.9K	0.03%	231
2023 Q1	$122K	Buy	5,325 +1,975	+59%	+$46.6K	0.02%	235
2022 Q4	$76.1K	Buy	+3,350	New	+$74.7K	0.01%	233

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