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

Sterling 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 		$488K Buy
19,393
+98
+0.5% +$2.54K 0.13% 65
2025
Q4 		$481K Sell
19,295
-17,870
-48% -$451K 0.14% 63
2025
Q3 		$950K Buy
37,165
+327
+0.9% +$8.21K 0.29% 43
2025
Q2 		$910K Buy
+36,838
New +$893K 0.31% 42
2024
Q4 		$953K Sell
39,764
-1,992
-5% -$50.9K 0.35% 40
2024
Q3 		$1.11M Buy
41,756
+350
+0.8% +$8.85K 0.42% 39
2024
Q2 		$963K Buy
41,406
+128
+0.3% +$2.93K 0.46% 36
2024
Q1 		$977K Sell
41,278
-828
-2% -$19.4K 0.49% 33
2023
Q4 		$1.02M Buy
+42,106
New +$921K 0.57% 26

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