NFP Retirement Inc’s iShares Global REIT ETF REET Stock Holding History

NFP Retirement Inc’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	$1.47M	Sell	58,562 -5,728	-9%	-$149K	0.09%	121
2025 Q4	$1.6M	Sell	64,290 -3,811	-6%	-$96.3K	0.1%	112
2025 Q3	$1.74M	Buy	68,101 +2,297	+3%	+$57.7K	0.11%	105
2025 Q2	$1.63M	Sell	65,804 -10,848	-14%	-$263K	0.11%	106
2025 Q1	$1.86M	Buy	76,652 +4,701	+7%	+$114K	0.15%	80
2024 Q4	$1.72M	Sell	71,951 -514	-0.7%	-$13.1K	0.14%	87
2024 Q3	$1.93M	Sell	72,465 -11,011	-13%	-$278K	0.16%	84
2024 Q2	$1.94M	Buy	83,476 +2,776	+3%	+$63.5K	0.16%	84
2024 Q1	$1.91M	Buy	80,700 +18,716	+30%	+$438K	0.16%	82
2023 Q4	$1.5M	Buy	61,984 +10,674	+21%	+$233K	0.25%	76
2023 Q3	$1.09M	Sell	51,310 -16,670	-25%	-$382K	0.21%	85
2023 Q2	$1.56M	Buy	67,980 +5,389	+9%	+$123K	0.29%	71
2023 Q1	$1.44M	Buy	62,591 +4,953	+9%	+$117K	0.29%	75
2022 Q4	$1.31M	Buy	57,638 +23,563	+69%	+$525K	0.29%	78
2022 Q3	$725K	Buy	+34,075	New	+$840K	0.18%	105

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