MBFW
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Morton Brown Family Wealth’s iShares Global REIT ETF REET Stock Holding History

Morton Brown Family Wealth’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 		$12.3M Buy
491,027
+19,487
+4% +$506K 3.26% 10
2025
Q4 		$11.8M Buy
471,540
+36,346
+8% +$918K 3.2% 10
2025
Q3 		$11.1M Buy
435,194
+4,004
+0.9% +$101K 3.19% 10
2025
Q2 		$10.7M Buy
431,190
+24,755
+6% +$600K 3.24% 9
2025
Q1 		$9.86M Buy
406,435
+15,068
+4% +$367K 3.35% 9
2024
Q4 		$9.38M Buy
391,367
+19,453
+5% +$497K 3.27% 9
2024
Q3 		$9.93M Buy
371,914
+18,781
+5% +$475K 3.53% 9
2024
Q2 		$8.66M Buy
353,133
+4,176
+1% +$95.5K 3.42% 9
2024
Q1 		$8.26M Buy
348,957
+15,856
+5% +$371K 3.41% 10
2023
Q4 		$8.05M Buy
333,101
+7,828
+2% +$171K 3.53% 10
2023
Q3 		$6.89M Buy
325,273
+28,330
+10% +$649K 3.52% 10
2023
Q2 		$6.82M Buy
296,943
+17,443
+6% +$397K 3.64% 10
2023
Q1 		$6.41M Buy
279,500
+9,652
+4% +$228K 3.82% 10
2022
Q4 		$6.13M Sell
269,848
-29,254
-10% -$652K 4.18% 10
2022
Q3 		$6.36M Sell
299,102
-1,064
-0.4% -$26.2K 5.07% 7
2022
Q2 		$7.26M Buy
300,166
+4,426
+1% +$118K 5.62% 6
2022
Q1 		$8.64M Buy
295,740
+1,714
+0.6% +$49K 6.53% 4
2021
Q4 		$9M Buy
+294,026
New +$8.59M 6.9% 3

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