Prime Capital Investment Advisors’s iShares Global REIT ETF REET Stock Holding History

Prime Capital Investment 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	$281K	Sell	11,168 -15	-0.1%	-$389	﹤0.01%	860
2025 Q4	$279K	Sell	11,183 -69	-0.6%	-$1.74K	﹤0.01%	842
2025 Q3	$288K	Sell	11,252 -400	-3%	-$10K	﹤0.01%	811
2025 Q2	$288K	Sell	11,652 -1,459	-11%	-$35.4K	﹤0.01%	776
2025 Q1	$318K	Buy	13,111 +90	+0.7%	+$2.19K	﹤0.01%	821
2024 Q4	$312K	Sell	13,021 -37	-0.3%	-$945	﹤0.01%	720
2024 Q3	$349K	Buy	13,058 +759	+6%	+$19.2K	0.01%	683
2024 Q2	$286K	Sell	12,299 -50	-0.4%	-$1.14K	﹤0.01%	739
2024 Q1	$292K	Sell	12,349 -27	-0.2%	-$632	﹤0.01%	782
2023 Q4	$299K	Sell	12,376 -53	-0.4%	-$1.16K	﹤0.01%	740
2023 Q3	$263K	Sell	12,429 -114	-0.9%	-$2.61K	0.01%	619
2023 Q2	$288K	Buy	+12,543	New	+$286K	0.01%	614
2023 Q1	–	Sell	-13,125	Closed	-$298K	–	636
2022 Q4	$298K	Buy	+13,125	New	+$293K	0.01%	427

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