Peapack-Gladstone Financial Corp’s iShares Global REIT ETF REET Stock Holding History

Peapack-Gladstone Financial Corp’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	$462K	Buy	18,379 +770	+4%	+$20K	0.01%	514
2025 Q4	$439K	Buy	17,609 +2,146	+14%	+$54.2K	0.01%	519
2025 Q3	$395K	Buy	15,463 +371	+2%	+$9.31K	0.01%	538
2025 Q2	$373K	Buy	15,092 +1,466	+11%	+$35.5K	0.01%	524
2025 Q1	$331K	Sell	13,626 -674	-5%	-$16.4K	﹤0.01%	546
2024 Q4	$343K	Sell	14,300 -230	-2%	-$5.87K	0.01%	541
2024 Q3	$388K	Sell	14,530 -3,771	-21%	-$95.4K	0.01%	532
2024 Q2	$425K	Sell	18,301 -40,403	-69%	-$924K	0.01%	499
2024 Q1	$1.39M	Buy	58,704 +1,272	+2%	+$29.8K	0.02%	365
2023 Q4	$1.39M	Buy	57,432 +10,967	+24%	+$240K	0.02%	360
2023 Q3	$984K	Buy	46,465 +2,484	+6%	+$56.9K	0.02%	387
2023 Q2	$1.01M	Buy	43,981 +2,784	+7%	+$63.4K	0.02%	389
2023 Q1	$945K	Buy	41,197 +3,595	+10%	+$84.8K	0.02%	390
2022 Q4	$854K	Buy	37,602 +13,025	+53%	+$290K	0.02%	395
2022 Q3	$522K	Sell	24,577 -673	-3%	-$16.6K	0.01%	455
2022 Q2	$611K	Buy	25,250 +2,129	+9%	+$56.7K	0.01%	419
2022 Q1	$675K	Buy	23,121 +2,571	+13%	+$73.4K	0.01%	423
2021 Q4	$629K	Buy	20,550 +865	+4%	+$25.3K	0.01%	434
2021 Q3	$540K	Buy	+19,685	New	+$565K	0.01%	455

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

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 Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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