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Simplicity Wealth’s iShares Global REIT ETF REET Stock Holding History

Simplicity Wealth’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 		$1.86M Buy
73,784
+15,262
+26% +$396K 0.11% 189
2025
Q4 		$1.46M Sell
58,522
-13,224
-18% -$334K 0.09% 221
2025
Q3 		$1.83M Buy
71,746
+38,453
+115% +$965K 0.11% 197
2025
Q2 		$822K Buy
33,293
+5,530
+20% +$134K 0.03% 369
2025
Q1 		$674K Buy
27,763
+9,962
+56% +$243K 0.05% 296
2024
Q4 		$427K Buy
17,801
+1,825
+11% +$46.6K 0.09% 185
2024
Q3 		$426K Buy
+15,976
New +$404K 0.04% 325

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