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Sunbelt Securities’s iShares Global REIT ETF REET Stock Holding History

Sunbelt Securities’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 		$2.54K Sell
101
-15,467
-99% -$402K ﹤0.01% 1860
2025
Q4 		$388K Sell
15,568
-594
-4% -$15K 0.03% 464
2025
Q3 		$413K Sell
16,162
-5,694
-26% -$143K 0.03% 436
2025
Q2 		$524K Buy
21,856
+395
+2% +$9.57K 0.05% 339
2025
Q1 		$521K Sell
21,461
-395
-2% -$9.62K 0.05% 312
2024
Q4 		$521K Sell
21,856
-54
-0.2% -$1.38K 0.05% 341
2024
Q3 		$585K Buy
+21,910
New +$554K 0.06% 318

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