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SVB Wealth’s iShares Global REIT ETF REET Stock Holding History

SVB Wealth’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 		$681K Sell
27,093
-11,036
-29% -$287K 0.04% 235
2025
Q4 		$951K Sell
38,129
-2,792
-7% -$70.5K 0.06% 214
2025
Q3 		$1.05M Sell
40,921
-22,896
-36% -$575K 0.06% 222
2025
Q2 		$1.58M Sell
63,817
-76,430
-54% -$1.85M 0.08% 180
2025
Q1 		$3.4M Sell
140,247
-37,272
-21% -$907K 0.14% 84
2024
Q4 		$4.26M Buy
+177,519
New +$4.53M 0.08% 153
2024
Q3 		– Sell
-332,507
Closed -$7.73M – 467
2024
Q2 		$7.73M Sell
332,507
-169,618
-34% -$3.88M 0.19% 116
2024
Q1 		$11.9M Sell
502,125
-140,670
-22% -$3.29M 0.27% 97
2023
Q4 		$15.5M Sell
642,795
-60,275
-9% -$1.32M 0.38% 67
2023
Q3 		$14.9M Sell
703,070
-67,887
-9% -$1.55M 0.33% 73
2023
Q2 		$17.7M Sell
770,957
-47,971
-6% -$1.09M 0.32% 69
2023
Q1 		$18.8M Sell
818,928
-223,715
-21% -$5.28M 0.26% 75
2022
Q4 		$23.7M Buy
1,042,643
+42,393
+4% +$945K 0.32% 65
2022
Q3 		$21.3M Buy
1,000,250
+390,118
+64% +$9.61M 0.31% 62
2022
Q2 		$14.8M Buy
610,132
+133,365
+28% +$3.55M 0.23% 80
2022
Q1 		$13.9M Buy
476,767
+397,486
+501% +$11.4M 0.19% 89
2021
Q4 		$2.43M Buy
+79,281
New +$2.32M 0.04% 199

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