First Citizens Bank & Trust’s iShares Global REIT ETF REET Stock Holding History

First Citizens Bank & 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
2025 Q4	–	Sell	-8,258	Closed	-$211K	–	675
2025 Q3	$211K	Sell	8,258 -336	-4%	-$8.43K	﹤0.01%	610
2025 Q2	$212K	Sell	8,594 -3,841	-31%	-$93.1K	﹤0.01%	597
2025 Q1	$302K	Sell	12,435 -1,279	-9%	-$31.1K	0.01%	380
2024 Q4	$329K	Sell	13,714 -13,428	-49%	-$343K	0.01%	375
2024 Q3	$724K	Sell	27,142 -26,936	-50%	-$681K	0.02%	279
2024 Q2	$1.26M	Sell	54,078 -6,465	-11%	-$148K	0.02%	226
2024 Q1	$1.43M	Buy	+60,543	New	+$1.42M	0.03%	212

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

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

First Citizens Bank & Trust's REET Position: Q4 2025 in Review

First Citizens Bank & Trust sold out of iShares Global REIT ETF (REET) in Q4 2025, closing a stake of 8,258 shares — an estimated $211K sold.

First Citizens Bank & Trust first reported a position in REET in Q1 2024 and held it in 7 quarters. The position peaked at $1.43M in Q1 2024. 300 funds tracked by Wall St. Rank hold REET as of Q4 2025.

First Citizens Bank & Trust reported no remaining iShares Global REIT ETF position as of Q4 2025 after selling out during the quarter.
First Citizens Bank & Trust sold 8,258 iShares Global REIT ETF shares in Q4 2025, an estimated $211K.
First Citizens Bank & Trust first reported a position in iShares Global REIT ETF in Q1 2024 and held it in 7 quarters.
First Citizens Bank & Trust's iShares Global REIT ETF position peaked at $1.43M in Q1 2024.
300 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2025.

Based on First Citizens Bank & Trust's 13F filing for Q4 2025, filed 18 Feb 2026.