SOL Capital Management’s iShares Global REIT ETF REET Stock Holding History

SOL Capital 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	–	Sell	-128,140	Closed	-$3.2M	–	241
2025 Q4	$3.2M	Sell	128,140 -22,200	-15%	-$561K	0.29%	98
2025 Q3	$3.84M	Sell	150,340 -260	-0.2%	-$6.53K	0.34%	80
2025 Q2	$3.72M	Sell	150,600 -30	-0%	-$727	0.36%	75
2025 Q1	$3.65M	Buy	150,630 +1,540	+1%	+$37.5K	0.4%	73
2024 Q4	$3.57M	Sell	149,090 -1,245	-0.8%	-$31.8K	0.4%	72
2024 Q3	$4.01M	Sell	150,335 -4,300	-3%	-$109K	0.45%	63
2024 Q2	$3.6M	Sell	154,635 -14,075	-8%	-$322K	0.43%	65
2024 Q1	$4M	Sell	168,710 -5,675	-3%	-$133K	0.5%	54
2023 Q4	$4.22M	Buy	174,385 +91,905	+111%	+$2.01M	0.57%	53
2023 Q3	$1.75M	Sell	82,480 -9,670	-10%	-$221K	0.27%	105
2023 Q2	$2.12M	Buy	92,150 +18,150	+25%	+$414K	0.32%	97
2023 Q1	$1.7M	Buy	74,000 +28,945	+64%	+$683K	0.28%	105
2022 Q4	$1.02M	Buy	+45,055	New	+$1M	0.18%	136

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SOL Capital Management's REET Position: Q1 2026 in Review

SOL Capital Management sold out of iShares Global REIT ETF (REET) in Q1 2026, closing a stake of 128,140 shares — an estimated $3.2M sold.

SOL Capital Management first reported a position in REET in Q4 2022 and held it in 13 quarters. The position peaked at $4.22M in Q4 2023. 302 funds tracked by Wall St. Rank hold REET as of Q1 2026.

SOL Capital Management reported no remaining iShares Global REIT ETF position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 128,140 iShares Global REIT ETF shares in Q1 2026, an estimated $3.2M.
SOL Capital Management first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 13 quarters.
SOL Capital Management's iShares Global REIT ETF position peaked at $4.22M in Q4 2023.
302 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.