Stonehage Fleming Financial Services’s iShares Global REIT ETF REET Stock Holding History

Stonehage Fleming Financial Services’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	-4,845	Closed	-$121K	–	244
2025 Q4	$121K	Hold	4,845	–	–	﹤0.01%	165
2025 Q3	$124K	Hold	4,845	–	–	﹤0.01%	155
2025 Q2	$120K	Hold	4,845	–	–	﹤0.01%	151
2025 Q1	$118K	Sell	4,845 -4,030	-45%	-$98.1K	﹤0.01%	132
2024 Q4	$213K	Hold	8,875	–	–	0.01%	131
2024 Q3	$237K	Hold	8,875	–	–	0.01%	126
2024 Q2	$206K	Buy	+8,875	New	+$203K	0.01%	128
2024 Q1	–	Sell	-8,875	Closed	-$215K	–	247
2023 Q4	$215K	Hold	8,875	–	–	0.01%	125
2023 Q3	$188K	Hold	8,875	–	–	0.02%	153
2023 Q2	$204K	Buy	+8,875	New	+$202K	0.01%	132
2023 Q1	–	Sell	-8,875	Closed	-$202K	–	189
2022 Q4	$202K	Hold	8,875	–	–	0.02%	94
2022 Q3	$188K	Hold	8,875	–	–	0.01%	100
2022 Q2	$215K	Buy	+8,875	New	+$236K	0.01%	142
2022 Q1	–	Sell	-8,875	Closed	-$271K	–	235
2021 Q4	$271K	Hold	8,875	–	–	0.01%	147
2021 Q3	$243K	Hold	8,875	–	–	0.01%	150
2021 Q2	$246K	Hold	8,875	–	–	0.01%	134
2021 Q1	$226K	Buy	+8,875	New	+$219K	0.01%	139
2020 Q3	–	Sell	-8,875	Closed	-$185K	–	175
2020 Q2	$185K	Hold	8,875	–	–	0.01%	99
2020 Q1	$170K	Hold	8,875	–	–	0.01%	123
2019 Q4	$245K	Buy	+8,875	New	+$249K	0.01%	124
2018 Q1	–	Sell	-10,222	Closed	-$267K	–	233
2017 Q4	$267K	Buy	10,222 +1,347	+15%	+$34.8K	0.01%	160
2017 Q3	$227K	Hold	8,875	–	–	0.01%	174
2017 Q2	$226K	Hold	8,875	–	–	0.01%	171
2017 Q1	$225K	Hold	8,875	–	–	0.01%	206
2016 Q4	$224K	Hold	8,875	–	–	0.01%	207
2016 Q3	$242K	Hold	8,875	–	–	0.01%	189
2016 Q2	$244K	Buy	+8,875	New	+$236K	0.02%	182

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 29.2% 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

Stonehage Fleming Financial Services's REET Position: Q1 2026 in Review

Stonehage Fleming Financial Services sold out of iShares Global REIT ETF (REET) in Q1 2026, closing a stake of 4,845 shares — an estimated $121K sold.

Stonehage Fleming Financial Services first reported a position in REET in Q2 2016 and held it in 27 quarters. The position peaked at $271K in Q4 2021. 301 funds tracked by Wall St. Rank hold REET as of Q1 2026.

Stonehage Fleming Financial Services reported no remaining iShares Global REIT ETF position as of Q1 2026 after selling out during the quarter.
Stonehage Fleming Financial Services sold 4,845 iShares Global REIT ETF shares in Q1 2026, an estimated $121K.
Stonehage Fleming Financial Services first reported a position in iShares Global REIT ETF in Q2 2016 and held it in 27 quarters.
Stonehage Fleming Financial Services's iShares Global REIT ETF position peaked at $271K in Q4 2021.
301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2026, filed 13 May 2026.