MFG
REET icon

MidWestOne Financial Group’s iShares Global REIT ETF REET Stock Holding History

MidWestOne Financial Group’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 		$1.07M Buy
43,071
+3,183
+8% +$80.4K 0.12% 155
2025
Q3 		$1.02M Buy
39,888
+296
+0.7% +$7.43K 0.12% 155
2025
Q2 		$978K Sell
39,592
-12,560
-24% -$304K 0.13% 159
2025
Q1 		$1.27M Sell
52,152
-90
-0.2% -$2.19K 0.18% 124
2024
Q4 		$1.25M Buy
52,242
+7,364
+16% +$188K 0.18% 122
2024
Q3 		$1.2M Buy
44,878
+1,377
+3% +$34.8K 0.17% 135
2024
Q2 		$1.01M Buy
43,501
+183
+0.4% +$4.18K 0.18% 142
2024
Q1 		$1.03M Buy
43,318
+9,397
+28% +$220K 0.18% 143
2023
Q4 		$820K Buy
33,921
+6,139
+22% +$134K 0.16% 155
2023
Q3 		$588K Buy
27,782
+3,076
+12% +$70.4K 0.13% 175
2023
Q2 		$567K Buy
24,706
+1,076
+5% +$24.5K 0.12% 193
2023
Q1 		$542K Buy
23,630
+1,528
+7% +$36.1K 0.12% 181
2022
Q4 		$502K Buy
22,102
+6,328
+40% +$141K 0.11% 177
2022
Q3 		$336K Buy
15,774
+6,683
+74% +$165K 0.09% 187
2022
Q2 		$220K Buy
9,091
+1,977
+28% +$52.6K 0.05% 215
2022
Q1 		$208K Sell
7,114
-3,586
-34% -$102K 0.04% 232
2021
Q4 		$328K Sell
10,700
-549
-5% -$16K 0.07% 206
2021
Q3 		$308K Buy
11,249
+366
+3% +$10.5K 0.07% 197
2021
Q2 		$302K Buy
10,883
+212
+2% +$5.79K 0.07% 192
2021
Q1 		$272K Buy
10,671
+1,265
+13% +$31.2K 0.07% 194
2020
Q4 		$225K Sell
9,406
-428
-4% -$9.64K 0.06% 195
2020
Q3 		$207K Buy
+9,834
New +$210K 0.07% 196
2020
Q2 		– Sell
-10,998
Closed -$211K – 169
2020
Q1 		$211K Sell
10,998
-2,104
-16% -$53.7K 0.08% 180
2019
Q4 		$361K Sell
13,102
-4,997
-28% -$140K 0.08% 176
2019
Q3 		$508K Sell
18,099
-1,553
-8% -$42.5K 0.16% 139
2019
Q2 		$524K Buy
+19,652
New +$525K 0.14% 160

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

MidWestOne Financial Group's REET Position: Q4 2025 in Review

MidWestOne Financial Group increased its iShares Global REIT ETF (REET) stake by 8% in Q4 2025, buying an estimated $80.4K and bringing the position to 43,071 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #155.

MidWestOne Financial Group first reported a position in REET in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.27M in Q1 2025. 300 funds tracked by Wall St. Rank hold REET as of Q4 2025.

  • MidWestOne Financial Group held 43,071 shares of iShares Global REIT ETF worth $1.07M as of Q4 2025.
  • MidWestOne Financial Group bought 3,183 iShares Global REIT ETF shares in Q4 2025, an estimated $80.4K.
  • iShares Global REIT ETF made up 0.12% of MidWestOne Financial Group's portfolio in Q4 2025, its #155 holding.
  • MidWestOne Financial Group first reported a position in iShares Global REIT ETF in Q2 2019 and has held it in 26 quarters since.
  • MidWestOne Financial Group's iShares Global REIT ETF position peaked at $1.27M in Q1 2025.
  • 300 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.