Leading Edge Financial Planning’s iShares Global REIT ETF REET Stock Holding History

Leading Edge Financial Planning’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	$7.45M	Sell	296,298 -7,235	-2%	-$188K	1.57%	14
2025 Q4	$7.57M	Sell	303,533 -2,809	-0.9%	-$71K	1.73%	14
2025 Q3	$7.83M	Sell	306,342 -3,271	-1%	-$82.1K	1.97%	13
2025 Q2	$7.65M	Sell	309,613 -9,264	-3%	-$224K	2.13%	12
2025 Q1	$7.74M	Buy	318,877 +2,020	+0.6%	+$49.2K	2.42%	11
2024 Q4	$7.6M	Sell	316,857 -12,843	-4%	-$328K	2.49%	11
2024 Q3	$8.8M	Sell	329,700 -14,141	-4%	-$358K	2.95%	11
2024 Q2	$7.99M	Sell	343,841 -10,735	-3%	-$245K	3.21%	11
2024 Q1	$8.4M	Buy	354,576 +68,313	+24%	+$1.6M	3.72%	9
2023 Q4	$6.92M	Buy	286,263 +96,856	+51%	+$2.12M	3.59%	9
2023 Q3	$4.01M	Buy	189,407 +47,619	+34%	+$1.09M	2.57%	9
2023 Q2	$3.26M	Buy	141,788 +9,989	+8%	+$228K	2.13%	9
2023 Q1	$3.02M	Buy	131,799 +16,292	+14%	+$385K	2.19%	12
2022 Q4	$2.62M	Buy	+115,507	New	+$2.58M	2.27%	12

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