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O'Shaughnessy Asset Management’s iShares Global REIT ETF REET Stock Holding History

O'Shaughnessy Asset 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 		$45.9K Hold
1,826
– – ﹤0.01% 2253
2025
Q4 		$45.6K Hold
1,826
– – ﹤0.01% 2255
2025
Q3 		$46.7K Buy
1,826
+3
+0.2% +$75 ﹤0.01% 2198
2025
Q2 		$45K Sell
1,823
-1,262
-41% -$30.6K ﹤0.01% 2043
2025
Q1 		$74.8K Buy
3,085
+2,040
+195% +$49.7K ﹤0.01% 1940
2024
Q4 		$25K Hold
1,045
– – ﹤0.01% 1990
2024
Q3 		$27.2K Buy
1,045
+553
+112% +$14K ﹤0.01% 1924
2024
Q2 		$11.4K Buy
492
+302
+159% +$6.91K ﹤0.01% 1835
2024
Q1 		$4.5K Hold
190
– – ﹤0.01% 1806
2023
Q4 		$4.59K Hold
190
– – ﹤0.01% 1682
2023
Q3 		$4.02K Hold
190
– – ﹤0.01% 1576
2023
Q2 		$4.36K Hold
190
– – ﹤0.01% 1464
2023
Q1 		$4.36K Hold
190
– – ﹤0.01% 1446
2022
Q4 		$4.32K Buy
+190
New +$4.24K ﹤0.01% 1362
2022
Q1 		– Sell
-109
Closed -$3K – 1352
2021
Q4 		$3K Buy
+109
New +$3.19K ﹤0.01% 1248

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