SageView Advisory Group’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
2025
Q2
$73M Buy
2025
Q1
$64.6M Buy
2024
Q4
$57M Buy
2024
Q3
$51.2M Sell
2024
Q2
$53.2M Buy
2024
Q1
Sell
2023
Q4
$55.4M Buy
2023
Q3
$35.2M Buy
2023
Q2
$19.6M Buy
2023
Q1
$14.7M Buy
2022
Q4
$9.53M Buy