American State Bank (Iowa)’s iShares Global REIT ETF REET Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-6,775	Closed	-$164K	–	273
2023 Q4	$164K	Buy	6,775 +184	+3%	+$4.03K	0.1%	138
2023 Q3	$140K	Buy	6,591 +219	+3%	+$5.01K	0.1%	140
2023 Q2	$146K	Buy	6,372 +816	+15%	+$18.6K	0.1%	140
2023 Q1	$127K	Buy	5,556 +466	+9%	+$11K	0.09%	146
2022 Q4	$116K	Buy	5,090 +725	+17%	+$16.2K	0.09%	149
2022 Q3	$92.8K	Buy	4,365 +630	+17%	+$15.5K	0.08%	155
2022 Q2	$90.3K	Buy	3,735 +336	+10%	+$8.94K	0.07%	163
2022 Q1	$99.3K	Buy	3,399 +369	+12%	+$10.5K	0.07%	162
2021 Q4	$92.7K	Buy	3,030 +779	+35%	+$22.8K	0.06%	164
2021 Q3	$61.7K	Buy	2,251 +341	+18%	+$9.78K	0.05%	181
2021 Q2	$52.9K	Hold	1,910	–	–	0.04%	196
2021 Q1	$48.7K	Buy	1,910 +810	+74%	+$20K	0.04%	192
2020 Q4	$26.3K	Buy	+1,100	New	+$24.8K	0.03%	214

Other funds holding REET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

American State Bank (Iowa)'s REET Position: Q1 2024 in Review

American State Bank (Iowa) sold out of iShares Global REIT ETF (REET) in Q1 2024, closing a stake of 6,775 shares — an estimated $164K sold.

American State Bank (Iowa) first reported a position in REET in Q4 2020 and held it in 13 quarters. The position peaked at $164K in Q4 2023. 266 funds tracked by Wall St. Rank hold REET as of Q1 2024.

American State Bank (Iowa) reported no remaining iShares Global REIT ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 6,775 iShares Global REIT ETF shares in Q1 2024, an estimated $164K.
American State Bank (Iowa) first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 13 quarters.
American State Bank (Iowa)'s iShares Global REIT ETF position peaked at $164K in Q4 2023.
266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.