PTC
REET icon

Private Trust Company’s iShares Global REIT ETF REET Stock Holding History

Private Trust Company’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 		$114K Hold
4,514
– – 0.01% 985
2025
Q4 		$113K Buy
4,514
+4,335
+2,422% +$110K 0.01% 979
2025
Q3 		$4.56K Sell
179
-992
-85% -$24.9K ﹤0.01% 2172
2025
Q2 		$28.9K Hold
1,171
– – ﹤0.01% 1424
2025
Q1 		$28.4K Hold
1,171
– – ﹤0.01% 1419
2024
Q4 		$28.1K Sell
1,171
-35
-3% -$894 ﹤0.01% 1371
2024
Q3 		$32.2K Buy
1,206
+179
+17% +$4.53K ﹤0.01% 1295
2024
Q2 		$23.9K Hold
1,027
– – ﹤0.01% 1386
2024
Q1 		$24.3K Hold
1,027
– – ﹤0.01% 1369
2023
Q4 		$24.8K Hold
1,027
– – ﹤0.01% 1319
2023
Q3 		$21.7K Hold
1,027
– – ﹤0.01% 1328
2023
Q2 		$23.6K Hold
1,027
– – ﹤0.01% 1300
2023
Q1 		$23.5K Sell
1,027
-307
-23% -$7.25K ﹤0.01% 1270
2022
Q4 		$30K Buy
1,334
+269
+25% +$6K ﹤0.01% 1146
2022
Q3 		$23K Hold
1,065
– – ﹤0.01% 1158
2022
Q2 		$26K Buy
+1,065
New +$28.3K ﹤0.01% 1144

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M&T Bank
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BlackRock
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PL
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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SC
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