WIM
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WealthPlan Investment Management’s iShares Global REIT ETF REET Stock Holding History

WealthPlan Investment Management’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 		$600K Sell
23,864
-179
-0.7% -$4.65K 0.03% 281
2025
Q4 		$600K Buy
24,043
+7
+0% +$177 0.04% 237
2025
Q3 		$614K Sell
24,036
-241
-1% -$6.05K 0.04% 212
2025
Q2 		$600K Buy
24,277
+307
+1% +$7.44K 0.04% 220
2025
Q1 		$582K Sell
23,970
-1,228
-5% -$29.9K 0.06% 159
2024
Q4 		$604K Sell
25,198
-853
-3% -$21.8K 0.06% 152
2024
Q3 		$695K Buy
+26,051
New +$659K 0.07% 138
2023
Q1 		– Sell
-26,923
Closed -$667K – 536
2022
Q4 		$667K Sell
26,923
-323
-1% -$7.2K 0.05% 216
2022
Q3 		$629K Buy
+27,246
New +$671K 0.05% 212
2022
Q1 		$713K Buy
+25,746
New +$735K 0.05% 209

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