City National Bank of Florida’s iShares Global REIT ETF REET Stock Holding History

City National Bank of Florida’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 Q2	$758K	Sell	27,447 -354	-1%	-$9.6K	0.32%	65
2026 Q1	$699K	Sell	27,801 -1,088	-4%	-$28.3K	0.42%	44
2025 Q4	$721K	Sell	28,889 -5,127	-15%	-$130K	0.47%	37
2025 Q3	$869K	Buy	34,016 +723	+2%	+$18.1K	0.57%	36
2025 Q2	$822K	Buy	33,293 +4,870	+17%	+$118K	0.6%	30
2025 Q1	$690K	Buy	28,423 +10,622	+60%	+$259K	0.62%	33
2024 Q4	$427K	Buy	+17,801	New	+$455K	0.39%	48

Other funds holding REET

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

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

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

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

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

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

SAG

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

City National Bank of Florida's REET Position: Q2 2026 in Review

City National Bank of Florida reduced its iShares Global REIT ETF (REET) stake by 1.3% in Q2 2026, selling an estimated $9.6K and leaving 27,447 shares worth $758K. The position accounts for 0.32% of the portfolio, ranked #65.

City National Bank of Florida first reported a position in REET in Q4 2024 and has held it in 7 quarters since. The position peaked at $869K in Q3 2025. 235 funds tracked by Wall St. Rank hold REET as of Q2 2026.

City National Bank of Florida held 27,447 shares of iShares Global REIT ETF worth $758K as of Q2 2026.
City National Bank of Florida sold 354 iShares Global REIT ETF shares in Q2 2026, an estimated $9.6K.
iShares Global REIT ETF made up 0.32% of City National Bank of Florida's portfolio in Q2 2026, its #65 holding.
City National Bank of Florida first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 7 quarters since.
City National Bank of Florida's iShares Global REIT ETF position peaked at $869K in Q3 2025.
235 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on City National Bank of Florida's 13F filing for Q2 2026, filed 15 Jul 2026.