Stifel Financial
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Stifel Financial’s iShares Global REIT ETF REET Stock Holding History

Stifel Financial’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 		$312K Sell
12,407
-401
-3% -$10.4K ﹤0.01% 3158
2025
Q4 		$320K Buy
12,808
+568
+5% +$14.4K ﹤0.01% 3109
2025
Q3 		$313K Buy
12,240
+584
+5% +$14.7K ﹤0.01% 3089
2025
Q2 		$288K Buy
11,656
+364
+3% +$8.82K ﹤0.01% 3070
2025
Q1 		$274K Buy
11,292
+1,008
+10% +$24.5K ﹤0.01% 3028
2024
Q4 		$247K Sell
10,284
-65
-0.6% -$1.66K ﹤0.01% 3060
2024
Q3 		$276K Buy
10,349
+814
+9% +$20.6K ﹤0.01% 2999
2024
Q2 		$222K Sell
9,535
-24
-0.3% -$549 ﹤0.01% 3062
2024
Q1 		$226K Sell
9,559
-465
-5% -$10.9K ﹤0.01% 3042
2023
Q4 		$242K Buy
+10,024
New +$219K ﹤0.01% 2961
2019
Q4 		– Sell
-67,226
Closed -$1.9M – 3067
2019
Q3 		$1.9M Buy
+67,226
New +$1.84M ﹤0.01% 1342

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Creative Planning
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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