MAM
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McLean Asset Management’s iShares Global REIT ETF REET Stock Holding History

McLean Asset 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 		$312K Sell
12,400
-6
-0% -$156 0.05% 127
2025
Q4 		$317K Buy
12,406
+33
+0.3% +$834 0.06% 126
2025
Q3 		$316K Sell
12,373
-9,676
-44% -$243K 0.07% 125
2025
Q2 		$549K Sell
22,049
-188
-0.8% -$4.55K 0.14% 80
2025
Q1 		$480K Buy
22,237
+399
+2% +$9.71K 0.16% 74
2024
Q4 		$523K Buy
21,838
+91
+0.4% +$2.32K 0.16% 74
2024
Q3 		$569K Hold
21,747
– – 0.17% 73
2024
Q2 		$512K Buy
21,747
+825
+4% +$18.9K 0.17% 73
2024
Q1 		$493K Buy
20,922
+9,616
+85% +$225K 0.17% 72
2023
Q4 		$269K Buy
+11,306
New +$247K 0.1% 111

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