Mission Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Mission Wealth 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	$487K	Sell	19,344 -1,664	-8%	-$43.2K	0.01%	496
2025 Q4	$524K	Buy	21,008 +675	+3%	+$17.1K	0.01%	485
2025 Q3	$520K	Buy	20,333 +4,569	+29%	+$115K	0.01%	478
2025 Q2	$389K	Sell	15,764 -1,084	-6%	-$26.3K	0.01%	536
2025 Q1	$409K	Sell	16,848 -201	-1%	-$4.89K	0.01%	506
2024 Q4	$409K	Sell	17,049 -341	-2%	-$8.71K	0.01%	478
2024 Q3	$464K	Sell	17,390 -2,514	-13%	-$63.6K	0.01%	447
2024 Q2	$463K	Sell	19,904 -1,801	-8%	-$41.2K	0.01%	428
2024 Q1	$514K	Buy	21,705 +4,627	+27%	+$108K	0.01%	427
2023 Q4	$413K	Sell	17,078 -3,496	-17%	-$76.5K	0.01%	417
2023 Q3	$436K	Sell	20,574 -2,429	-11%	-$55.6K	0.02%	367
2023 Q2	$528K	Sell	23,003 -705	-3%	-$16.1K	0.02%	335
2023 Q1	$544K	Sell	23,708 -317	-1%	-$7.48K	0.02%	316
2022 Q4	$546K	Buy	+24,025	New	+$536K	0.03%	299

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