NewEdge Advisors’s iShares Global REIT ETF REET Stock Holding History

NewEdge Advisors’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	$1.05M	Sell	41,721 -1,156	-3%	-$30K	﹤0.01%	1481
2025 Q4	$1.07M	Sell	42,877 -105	-0.2%	-$2.65K	﹤0.01%	1445
2025 Q3	$1.1M	Sell	42,982 -3,425	-7%	-$86K	0.01%	1352
2025 Q2	$1.15M	Sell	46,407 -659	-1%	-$16K	0.01%	1210
2025 Q1	$1.14M	Buy	47,066 +8,938	+23%	+$218K	0.01%	1111
2024 Q4	$914K	Buy	+38,128	New	+$974K	0.01%	1210
2024 Q3	–	Sell	-219	Closed	-$5.1K	–	3921
2024 Q2	$5.1K	Buy	219 +1	+0.5%	+$23	﹤0.01%	3090
2024 Q1	$5.17K	Sell	218 -82	-27%	-$1.92K	﹤0.01%	3124
2023 Q4	$7.26K	Buy	300 +15	+5%	+$328	﹤0.01%	2980
2023 Q3	$6.03K	Buy	285 +117	+70%	+$2.68K	﹤0.01%	2738
2023 Q2	$3.86K	Sell	168 -899	-84%	-$20.5K	﹤0.01%	2892
2023 Q1	$24.5K	Buy	1,067 +927	+662%	+$21.9K	﹤0.01%	2265
2022 Q4	$3	Buy	+140	New	+$3.12K	﹤0.01%	3911

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