SC&H Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

SC&H Financial 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	$2.76M	Sell	109,646 -5,135	-4%	-$133K	0.42%	31
2025 Q4	$2.86M	Sell	114,781 -7,366	-6%	-$186K	0.44%	31
2025 Q3	$3.12M	Sell	122,147 -4,307	-3%	-$108K	0.51%	28
2025 Q2	$3.12M	Sell	126,454 -782	-0.6%	-$18.9K	0.53%	27
2025 Q1	$3.09M	Sell	127,236 -1,749	-1%	-$42.6K	0.61%	26
2024 Q4	$3.09M	Buy	128,985 +1,669	+1%	+$42.6K	0.64%	26
2024 Q3	$3.4M	Buy	127,316 +4,730	+4%	+$120K	0.74%	22
2024 Q2	$2.85M	Buy	122,586 +8,173	+7%	+$187K	0.7%	22
2024 Q1	$2.71M	Sell	114,413 -593	-0.5%	-$13.9K	0.71%	23
2023 Q4	$2.78M	Buy	115,006 +17,837	+18%	+$390K	0.8%	22
2023 Q3	$2.06M	Buy	97,169 +7,036	+8%	+$161K	0.68%	26
2023 Q2	$2.07M	Sell	90,133 -3,799	-4%	-$86.6K	0.68%	25
2023 Q1	$2.15M	Sell	93,932 -5,596	-6%	-$132K	0.79%	24
2022 Q4	$2.26M	Buy	99,528 +6,515	+7%	+$145K	0.94%	20
2022 Q3	$1.98M	Buy	93,013 +34,983	+60%	+$862K	0.99%	21
2022 Q2	$1.4M	Buy	58,030 +22,949	+65%	+$611K	0.65%	32
2022 Q1	$1.02M	Sell	35,081 -9,009	-20%	-$257K	0.49%	46
2021 Q4	$1.35M	Buy	+44,090	New	+$1.29M	0.75%	30

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