First National Advisers’s iShares Global REIT ETF REET Stock Holding History

First National Advisers’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	-64,500	Closed	-$1.61M	–	253
2025 Q4	$1.61M	Buy	64,500 +6,400	+11%	+$162K	0.22%	107
2025 Q3	$1.49M	Hold	58,100	–	–	0.2%	115
2025 Q2	$1.44M	Hold	58,100	–	–	0.21%	117
2025 Q1	$1.41M	Hold	58,100	–	–	0.23%	116
2024 Q4	$1.39M	Buy	58,100 +14,800	+34%	+$378K	0.23%	116
2024 Q3	$1.16M	Hold	43,300	–	–	0.18%	129
2024 Q2	$1.01M	Buy	43,300 +14,500	+50%	+$332K	0.18%	127
2024 Q1	$682K	Buy	28,800 +3,000	+12%	+$70.2K	0.15%	132
2023 Q4	$624K	Buy	+25,800	New	+$564K	0.18%	125

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 29.18% 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

First National Advisers's REET Position: Q1 2026 in Review

First National Advisers sold out of iShares Global REIT ETF (REET) in Q1 2026, closing a stake of 64,500 shares — an estimated $1.61M sold.

First National Advisers first reported a position in REET in Q4 2023 and held it in 9 quarters. The position peaked at $1.61M in Q4 2025. 302 funds tracked by Wall St. Rank hold REET as of Q1 2026.

First National Advisers reported no remaining iShares Global REIT ETF position as of Q1 2026 after selling out during the quarter.
First National Advisers sold 64,500 iShares Global REIT ETF shares in Q1 2026, an estimated $1.61M.
First National Advisers first reported a position in iShares Global REIT ETF in Q4 2023 and held it in 9 quarters.
First National Advisers's iShares Global REIT ETF position peaked at $1.61M in Q4 2025.
302 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.