Sage Mountain Advisors’s iShares Global REIT ETF REET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.4K	Hold	1,210	–	–	﹤0.01%	258
2025 Q4	$30.2K	Sell	1,210 -2,521	-68%	-$63.7K	﹤0.01%	536
2025 Q3	$95.4K	Hold	3,731	–	–	0.01%	494
2025 Q2	$92.2K	Hold	3,731	–	–	0.01%	443
2025 Q1	$90.5K	Sell	3,731 -800	-18%	-$19.5K	0.01%	420
2024 Q4	$109K	Hold	4,531	–	–	0.01%	409
2024 Q3	$121K	Hold	4,531	–	–	0.01%	410
2024 Q2	$105K	Sell	4,531 -3,072	-40%	-$70.2K	0.01%	367
2024 Q1	$180K	Hold	7,603	–	–	0.02%	322
2023 Q4	$184K	Hold	7,603	–	–	0.02%	265
2023 Q3	$161K	Sell	7,603 -403	-5%	-$9.23K	0.02%	262
2023 Q2	$184K	Sell	8,006 -751	-9%	-$17.1K	0.03%	254
2023 Q1	$201K	Sell	8,757 -2,638	-23%	-$62.3K	0.03%	235
2022 Q4	$259K	Hold	11,395	–	–	0.06%	124
2022 Q3	$242K	Hold	11,395	–	–	0.06%	134
2022 Q2	$276K	Hold	11,395	–	–	0.05%	357
2022 Q1	$333K	Hold	11,395	–	–	0.05%	360
2021 Q4	$349K	Hold	11,395	–	–	0.04%	406
2021 Q3	$312K	Buy	11,395 +1,133	+11%	+$32.5K	0.05%	349
2021 Q2	$284K	Buy	10,262 +110	+1%	+$3K	0.05%	325
2021 Q1	$259K	Buy	+10,152	New	+$251K	0.06%	256

Other funds holding REET