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Old Mission Capital’s iShares Global REIT ETF REET Stock Holding History

Old Mission Capital’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 		$268K Sell
10,663
-45,984
-81% -$1.19M 0.01% 927
2025
Q4 		$1.41M Buy
+56,647
New +$1.43M 0.05% 277
2025
Q3 		– Sell
-66,334
Closed -$1.64M – 1287
2025
Q2 		$1.64M Buy
+66,334
New +$1.61M 0.04% 278
2019
Q3 		– Sell
-50,000
Closed -$1.33M – 308
2019
Q2 		$1.33M Buy
+50,000
New +$1.34M 0.17% 104
2017
Q4 		– Sell
-26,757
Closed -$685K – 485
2017
Q3 		$685K Buy
26,757
+13,921
+108% +$358K 0.06% 169
2017
Q2 		$327K Sell
12,836
-88,091
-87% -$2.26M 0.04% 210
2017
Q1 		$2.56M Buy
+100,927
New +$2.56M 0.28% 69
2016
Q4 		– Sell
-133,356
Closed -$3.63M – 448
2016
Q3 		$3.63M Buy
+133,356
New +$3.71M 0.24% 70

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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