American Trust’s iShares Global REIT ETF REET Stock Holding History

American Trust’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	–	Sell	-2,474	Closed	-$271K	–	341
2025 Q4	$271K	Buy	+2,474	New	+$62.5K	0.02%	249

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Trust's REET Position: Q1 2026 in Review

American Trust sold out of iShares Global REIT ETF (REET) in Q1 2026, closing a stake of 2,474 shares — an estimated $271K sold.

American Trust first reported a position in REET in Q4 2025 and held it in 1 quarter. The position peaked at $271K in Q4 2025. 301 funds tracked by Wall St. Rank hold REET as of Q1 2026.

American Trust reported no remaining iShares Global REIT ETF position as of Q1 2026 after selling out during the quarter.
American Trust sold 2,474 iShares Global REIT ETF shares in Q1 2026, an estimated $271K.
American Trust first reported a position in iShares Global REIT ETF in Q4 2025 and held it in 1 quarter.
American Trust's iShares Global REIT ETF position peaked at $271K in Q4 2025.
301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.