Wilshire Advisors’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 | – | Sell |
-782,038
| Closed | -$4.79M | – | 12 |
|
2025
Q1 | $4.79M | Buy |
782,038
+109,303
| +16% | +$670K | 15.14% | 2 |
|
2024
Q4 | $16.1M | Buy |
672,735
+212,981
| +46% | +$5.11M | 5.89% | 5 |
|
2024
Q3 | $12.3M | Sell |
459,754
-28,645
| -6% | -$765K | 5.89% | 5 |
|
2024
Q2 | $11.4M | Buy |
488,399
+8,285
| +2% | +$193K | 5.69% | 5 |
|
2024
Q1 | $11.4M | Sell |
480,114
-6,916
| -1% | -$164K | 5.66% | 5 |
|
2023
Q4 | $11.8M | Buy |
487,030
+17,576
| +4% | +$425K | 6.1% | 5 |
|
2023
Q3 | $9.94M | Buy |
469,454
+9,033
| +2% | +$191K | 5.52% | 5 |
|
2023
Q2 | $10.6M | Buy |
460,421
+5,000
| +1% | +$115K | 5.61% | 5 |
|
2023
Q1 | $10.4M | Sell |
455,421
-67,722
| -13% | -$1.55M | 5.59% | 5 |
|
2022
Q4 | $11.9M | Buy |
523,143
+2,575
| +0.5% | +$58.5K | 6.49% | 5 |
|
2022
Q3 | $11.1M | Buy |
520,568
+2,018
| +0.4% | +$42.9K | 6.34% | 5 |
|
2022
Q2 | $12.5M | Sell |
518,550
-7,519
| -1% | -$182K | 6.56% | 5 |
|
2022
Q1 | $15.4M | Sell |
526,069
-17,417
| -3% | -$509K | 6.87% | 5 |
|
2021
Q4 | $16.6M | Buy |
+543,486
| New | +$16.6M | 6.38% | 5 |
|