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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Sell
63,817
-76,430
-54% -$1.89M 0.08% 180
2025
Q1
$3.4M Sell
140,247
-37,272
-21% -$904K 0.14% 84
2024
Q4
$4.26M Buy
+177,519
New +$4.26M 0.08% 153
2024
Q3
Sell
-332,507
Closed -$7.73M 467
2024
Q2
$7.73M Sell
332,507
-169,618
-34% -$3.94M 0.19% 116
2024
Q1
$11.9M Sell
502,125
-140,670
-22% -$3.33M 0.27% 97
2023
Q4
$15.5M Sell
642,795
-60,275
-9% -$1.46M 0.38% 67
2023
Q3
$14.9M Sell
703,070
-67,887
-9% -$1.44M 0.33% 73
2023
Q2
$17.7M Sell
770,957
-47,971
-6% -$1.1M 0.32% 69
2023
Q1
$18.8M Sell
818,928
-223,715
-21% -$5.13M 0.26% 75
2022
Q4
$23.7M Buy
1,042,643
+42,393
+4% +$963K 0.32% 65
2022
Q3
$21.3M Buy
1,000,250
+390,118
+64% +$8.3M 0.31% 62
2022
Q2
$14.8M Buy
610,132
+133,365
+28% +$3.22M 0.23% 80
2022
Q1
$13.9M Buy
476,767
+397,486
+501% +$11.6M 0.19% 89
2021
Q4
$2.43M Buy
+79,281
New +$2.43M 0.04% 199