FNA
REET icon

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
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return