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Integrated Advisors Network’s iShares Global REIT ETF REET Stock Holding History

Integrated Advisors Network’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
-10,000
Closed -$250K – 765
2025
Q4 		$250K Hold
10,000
– – 0.01% 642
2025
Q3 		$256K Sell
10,000
-105
-1% -$2.64K 0.01% 685
2025
Q2 		$250K Buy
10,105
+105
+1% +$2.54K 0.01% 673
2025
Q1 		$243K Hold
10,000
– – 0.01% 642
2024
Q4 		$240K Hold
10,000
– – 0.01% 624
2024
Q3 		$267K Hold
10,000
– – 0.01% 629
2024
Q2 		$233K Hold
10,000
– – 0.01% 628
2024
Q1 		$237K Hold
10,000
– – 0.01% 645
2023
Q4 		$242K Buy
+10,000
New +$219K 0.01% 599
2021
Q1 		– Sell
-11,959
Closed -$286K – 570
2020
Q4 		$286K Buy
11,959
+47
+0.4% +$1.06K 0.03% 400
2020
Q3 		$251K Buy
+11,912
New +$255K 0.03% 369

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