SA
REET icon

Sanctuary Advisors’s iShares Global REIT ETF REET Stock Holding History

Sanctuary 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 		$553K Buy
21,969
+5,627
+34% +$146K ﹤0.01% 1715
2025
Q4 		$408K Buy
16,342
+257
+2% +$6.49K ﹤0.01% 1843
2025
Q3 		$411K Sell
16,085
-1,198
-7% -$30.1K ﹤0.01% 1810
2025
Q2 		$427K Buy
17,283
+33
+0.2% +$800 ﹤0.01% 1707
2025
Q1 		$418K Sell
17,250
-789
-4% -$19.2K ﹤0.01% 1618
2024
Q4 		$440K Sell
18,039
-1,565
-8% -$40K ﹤0.01% 1761
2024
Q3 		$507K Buy
19,604
+1,655
+9% +$41.9K ﹤0.01% 1695
2024
Q2 		$400K Buy
+17,949
New +$410K ﹤0.01% 1784

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