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NBC Securities’s iShares Global REIT ETF REET Stock Holding History

NBC Securities’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 		$194K Buy
7,694
+383
+5% +$9.95K 0.01% 840
2025
Q4 		$182K Buy
7,311
+754
+11% +$19.1K 0.01% 877
2025
Q3 		$168K Buy
6,557
+3,027
+86% +$76K 0.01% 901
2025
Q2 		$87K Buy
3,530
+3,292
+1,383% +$79.8K 0.01% 1110
2025
Q1 		$5K Buy
+238
New +$5.79K ﹤0.01% 1875
2024
Q4 		– Sell
-210
Closed -$5K – 1889
2024
Q3 		$5K Buy
210
+37
+21% +$936 ﹤0.01% 1895
2024
Q2 		$4K Hold
173
– – ﹤0.01% 1903
2024
Q1 		$4K Sell
173
-88
-34% -$2.06K ﹤0.01% 1911
2023
Q4 		$6K Sell
261
-379
-59% -$8.29K ﹤0.01% 1844
2023
Q3 		$13K Buy
+640
New +$14.7K ﹤0.01% 1632

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