OCM
REET icon

Orion Capital Management’s iShares Global REIT ETF REET Stock Holding History

Orion Capital Management’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 		$130K Sell
5,181
-344
-6% -$8.93K 0.05% 179
2025
Q4 		$138K Buy
5,525
+63
+1% +$1.59K 0.05% 173
2025
Q3 		$140K Buy
5,462
+5
+0.1% +$126 0.05% 168
2025
Q2 		$135K Buy
5,457
+9
+0.2% +$218 0.05% 156
2025
Q1 		$132K Sell
5,448
-44
-0.8% -$1.07K 0.06% 156
2024
Q4 		$132K Buy
+5,492
New +$140K 0.06% 145
2024
Q3 		– Sell
-5,491
Closed -$128K – 355
2024
Q2 		$128K Sell
5,491
-530
-9% -$12.1K 0.07% 139
2024
Q1 		$143K Sell
6,021
-79
-1% -$1.85K 0.08% 141
2023
Q4 		$148K Buy
6,100
+989
+19% +$21.6K 0.09% 142
2023
Q3 		$108K Buy
+5,111
New +$117K 0.07% 150

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