MCM
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MAI Capital Management’s iShares Global REIT ETF REET Stock Holding History

MAI Capital Management’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 		$41.5K Buy
1,648
+3
+0.2% +$78 ﹤0.01% 2348
2025
Q4 		$41K Buy
1,645
+10
+0.6% +$253 ﹤0.01% 2123
2025
Q3 		$41.8K Sell
1,635
-63
-4% -$1.58K ﹤0.01% 2031
2025
Q2 		$41.9K Sell
1,698
-246
-13% -$5.96K ﹤0.01% 1964
2025
Q1 		$47.2K Sell
1,944
-17
-0.9% -$414 ﹤0.01% 1777
2024
Q4 		$47K Buy
+1,961
New +$50.1K ﹤0.01% 1800
2022
Q3 		– Sell
-75,220
Closed -$1.82M – 1021
2022
Q2 		$1.82M Buy
75,220
+68,075
+953% +$1.81M 0.04% 273
2022
Q1 		$209K Buy
7,145
+37
+0.5% +$1.06K ﹤0.01% 814
2021
Q4 		$218K Buy
+7,108
New +$208K ﹤0.01% 808

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VA
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Northwestern Mutual Wealth Management
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Creative Planning
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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