No House member has disclosed a REAI trade since 2025.
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.8 | 6.5 | -8.4 | 10.8 | 0.0 | -2.0 | 1.9 | -0.8 | -7.2 | 1.8 | +7.0% | ||
| 2025 | -0.5 | 1.1 | -4.0 | -6.8 | 2.4 | 1.6 | -3.6 | 6.1 | 0.6 | -1.6 | -4.0 | -1.1 | −10.1% |
| 2024 | -4.2 | 0.9 | 3.3 | -6.5 | 4.4 | 2.2 | 6.8 | 4.6 | 2.4 | -3.8 | 3.5 | -8.1 | +4.4% |
| 2023 | 0.5 | -1.6 | -8.4 | -7.0 | 7.4 | 8.9 | −1.4% |
The fund is an actively-managed exchange-traded fund (“ETF”) that invest in a diversified portfolio of publicly-traded real estate investment trusts (“REITs”) and mortgage-backed securities (“MBS”) listed primarily on U.S. stock exchanges, and to a lesser extent, stock exchanges in Canada, Europe, and Asia. The fund invests in REITs and MBS that, in the determination of the fund’s sub-adviser, have quantitative and qualitative characteristics that compare favorably to the aggregate real estate portfolio holdings of a select group of public, non-traded REITs. It is non-diversified.
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