Gunma Bank’s iShares Global REIT ETF REET Stock Holding History

Gunma Bank’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
2024 Q2	–	Sell	-150,000	Closed	-$3.55M	–	27
2024 Q1	$3.55M	Hold	150,000	–	–	1.87%	18
2023 Q4	$3.63M	Sell	150,000 -210,000	-58%	-$4.59M	3.51%	15
2023 Q3	$7.62M	Sell	360,000 -60,000	-14%	-$1.37M	5.55%	4
2023 Q2	$9.65M	Hold	420,000	–	–	6.53%	4
2023 Q1	$9.63M	Hold	420,000	–	–	4.24%	4
2022 Q4	$9.54M	Hold	420,000	–	–	4.73%	4
2022 Q3	$8.93M	Hold	420,000	–	–	5.45%	4
2022 Q2	$10.2M	Buy	420,000 +200,000	+91%	+$5.32M	4.3%	7
2022 Q1	$6.43M	Buy	220,000 +80,000	+57%	+$2.29M	15.21%	3
2021 Q4	$4.29M	Sell	140,000 -90,000	-39%	-$2.63M	3.75%	5
2021 Q3	$6.3M	Buy	230,000 +118,000	+105%	+$3.39M	3.49%	5
2021 Q2	$3.1M	Sell	112,000 -470,000	-81%	-$12.8M	2.05%	17
2021 Q1	$14.8M	Hold	582,000	–	–	8.47%	5
2020 Q4	$13.9M	Hold	582,000	–	–	12.71%	4
2020 Q3	$12.2M	Hold	582,000	–	–	9.7%	5
2020 Q2	$12.2M	Sell	582,000 -80,000	-12%	-$1.62M	12.58%	5
2020 Q1	$12.7M	Buy	+662,000	New	+$16.9M	10.14%	7

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return