Kestra Advisory Services’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	–	Sell	-4,413	Closed	-$110K	–	4133
2025 Q4	$110K	Buy	+4,413	New	+$111K	﹤0.01%	3350
2025 Q1	–	Sell	-9,496	Closed	-$228K	–	2878
2024 Q4	$228K	Buy	9,496 +435	+5%	+$11.1K	﹤0.01%	2410
2024 Q3	$242K	Buy	9,061 +32	+0.4%	+$809	﹤0.01%	2233
2024 Q2	$210K	Sell	9,029 -1,178	-12%	-$26.9K	﹤0.01%	2373
2024 Q1	$242K	Buy	+10,207	New	+$239K	﹤0.01%	2150
2023 Q3	–	Sell	-13,060	Closed	-$300K	–	2207
2023 Q2	$300K	Sell	13,060 -493	-4%	-$11.2K	﹤0.01%	1623
2023 Q1	$311K	Sell	13,553 -1,163	-8%	-$27.4K	﹤0.01%	1541
2022 Q4	$334K	Sell	14,716 -5,568	-27%	-$124K	﹤0.01%	1661
2022 Q3	$431K	Buy	20,284 +11,182	+123%	+$275K	﹤0.01%	1400
2022 Q2	$220K	Buy	9,102 +110	+1%	+$2.93K	﹤0.01%	1846
2022 Q1	$263K	Sell	8,992 -212	-2%	-$6.05K	﹤0.01%	1667
2021 Q4	$282K	Sell	9,204 -51	-0.6%	-$1.49K	﹤0.01%	1641
2021 Q3	$254K	Buy	9,255 +719	+8%	+$20.6K	﹤0.01%	1810
2021 Q2	$237K	Sell	8,536 -578	-6%	-$15.8K	﹤0.01%	1743
2021 Q1	$232K	Sell	9,114 -970	-10%	-$24K	﹤0.01%	1632
2020 Q4	$240K	Sell	10,084 -302	-3%	-$6.8K	﹤0.01%	1600
2020 Q3	$218K	Buy	+10,386	New	+$222K	﹤0.01%	1256

Other funds holding REET