Seaside Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Seaside Wealth Management’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	$498K	Buy	19,784 +226	+1%	+$5.87K	0.14%	39
2025 Q4	$488K	Buy	19,558 +130	+0.7%	+$3.28K	0.14%	40
2025 Q3	$497K	Buy	19,428 +92	+0.5%	+$2.31K	0.15%	40
2025 Q2	$478K	Buy	19,336 +842	+5%	+$20.4K	0.15%	38
2025 Q1	$449K	Buy	18,494 +38	+0.2%	+$925	0.16%	36
2024 Q4	$442K	Buy	18,456 +91	+0.5%	+$2.32K	0.16%	36
2024 Q3	$490K	Sell	18,365 -33	-0.2%	-$835	0.19%	34
2024 Q2	$428K	Sell	18,398 -583	-3%	-$13.3K	0.18%	36
2024 Q1	$449K	Buy	18,981 +5	+0%	+$117	0.19%	32
2023 Q4	$459K	Sell	18,976 -887	-4%	-$19.4K	0.21%	30
2023 Q3	$421K	Sell	19,863 -891	-4%	-$20.4K	0.21%	31
2023 Q2	$477K	Sell	20,754 -164,747	-89%	-$3.75M	0.25%	29
2023 Q1	$4.26M	Buy	185,501 +9,548	+5%	+$225K	2.59%	9
2022 Q4	$4M	Buy	175,953 +6,851	+4%	+$153K	2.64%	9
2022 Q3	$3.72M	Buy	169,102 +34,816	+26%	+$858K	2.57%	9
2022 Q2	$3.52M	Buy	+134,286	New	+$3.57M	2.66%	7

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