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Hazlett, Burt & Watson’s iShares Global REIT ETF REET Stock Holding History

Hazlett, Burt & Watson’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 		– Sell
-100
Closed -$2K – 949
2025
Q4 		$2K Hold
100
– – ﹤0.01% 867
2025
Q3 		$3K Hold
100
– – ﹤0.01% 790
2025
Q2 		$2K Hold
100
– – ﹤0.01% 732
2025
Q1 		$2K Hold
100
– – ﹤0.01% 734
2024
Q4 		$2K Hold
100
– – ﹤0.01% 712
2024
Q3 		$3K Hold
100
– – ﹤0.01% 651
2024
Q2 		$2K Hold
100
– – ﹤0.01% 669
2024
Q1 		$2K Hold
100
– – ﹤0.01% 662
2023
Q4 		$2K Buy
+100
New +$2.19K ﹤0.01% 634

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
VA
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return