Modera Wealth Management’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	$34.7M	Buy	1,379,901 +80,735	+6%	+$2.1M	0.42%	52
2025 Q4	$32.4M	Buy	1,299,166 +103,954	+9%	+$2.63M	0.37%	57
2025 Q3	$30.5M	Buy	1,195,212 +13,629	+1%	+$342K	0.35%	61
2025 Q2	$29.2M	Buy	1,181,583 +124,689	+12%	+$3.02M	0.36%	61
2025 Q1	$25.6M	Buy	1,056,894 +60,388	+6%	+$1.47M	0.35%	63
2024 Q4	$23.9M	Buy	996,506 +50,046	+5%	+$1.28M	0.29%	73
2024 Q3	$25.3M	Sell	946,460 -26,255	-3%	-$664K	0.32%	70
2024 Q2	$22.6M	Buy	972,715 +7,248	+0.8%	+$166K	0.33%	70
2024 Q1	$22.9M	Sell	965,467 -60,797	-6%	-$1.42M	0.35%	67
2023 Q4	$24.8M	Sell	1,026,264 -14,725	-1%	-$322K	0.41%	59
2023 Q3	$22M	Sell	1,040,989 -5,999	-0.6%	-$137K	0.42%	61
2023 Q2	$24M	Buy	1,046,988 +12,296	+1%	+$280K	0.44%	60
2023 Q1	$23.7M	Buy	1,034,692 +11,129	+1%	+$263K	0.92%	31
2022 Q4	$23.2M	Buy	1,023,563 +860,840	+529%	+$19.2M	0.95%	30
2022 Q3	$3.46M	Buy	162,723 +97,002	+148%	+$2.39M	0.18%	65
2022 Q2	$1.59M	Buy	65,721 +23,216	+55%	+$618K	0.08%	106
2022 Q1	$1.24M	Buy	42,505 +15,134	+55%	+$432K	0.06%	140
2021 Q4	$838K	Buy	27,371 +422	+2%	+$12.3K	0.03%	190
2021 Q3	$739K	Buy	26,949 +1,051	+4%	+$30.1K	0.04%	129
2021 Q2	$718K	Buy	25,898 +908	+4%	+$24.8K	0.04%	124
2021 Q1	$637K	Buy	24,990 +995	+4%	+$24.6K	0.04%	122
2020 Q4	$574K	Buy	23,995 +8,217	+52%	+$185K	0.05%	126
2020 Q3	$332K	Hold	15,778	–	–	0.05%	115
2020 Q2	$329K	Buy	15,778 +1,830	+13%	+$37K	0.05%	114
2020 Q1	$267K	Buy	+13,948	New	+$356K	0.06%	120

Other funds holding REET