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StoneX Group’s iShares Global REIT ETF REET Stock Holding History

StoneX Group’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 		$234K Sell
9,303
-2,511
-21% -$65.2K 0.01% 683
2025
Q4 		$295K Buy
11,814
+2,191
+23% +$55.4K 0.01% 706
2025
Q3 		$246K Sell
9,623
-145
-1% -$3.64K 0.01% 760
2025
Q2 		$241K Buy
+9,768
New +$237K 0.01% 724
2024
Q4 		– Sell
-8,118
Closed -$217K – 906
2024
Q3 		$217K Buy
+8,118
New +$205K 0.1% 293
2022
Q3 		– Sell
-14,976
Closed -$362K – 478
2022
Q2 		$362K Sell
14,976
-3,044
-17% -$81K 0.06% 217
2022
Q1 		$526K Buy
18,020
+4,306
+31% +$123K 0.05% 303
2021
Q4 		$420K Buy
13,714
+772
+6% +$22.6K 0.05% 327
2021
Q3 		$355K Sell
12,942
-103
-0.8% -$2.96K 0.05% 319
2021
Q2 		$362K Buy
+13,045
New +$356K 0.05% 308

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