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Treynor Bancshares’s iShares Global REIT ETF REET Stock Holding History

Treynor Bancshares’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
2024
Q4 		– Sell
-9,790
Closed -$261K – 51
2024
Q3 		$261K Sell
9,790
-1,991
-17% -$50.4K 0.27% 48
2024
Q2 		$274K Sell
11,781
-35,179
-75% -$804K 0.29% 49
2024
Q1 		$1.11M Sell
46,960
-296
-0.6% -$6.93K 0.65% 38
2023
Q4 		$1.14M Buy
47,256
+922
+2% +$20.2K 0.67% 40
2023
Q3 		$981K Buy
46,334
+145
+0.3% +$3.32K 0.62% 40
2023
Q2 		$984K Buy
46,189
+349
+0.8% +$7.95K 0.64% 40
2023
Q1 		$1.05M Buy
45,840
+898
+2% +$21.2K 0.66% 39
2022
Q4 		$1.02M Sell
44,942
-949
-2% -$21.2K 0.7% 38
2022
Q3 		$976K Sell
45,891
-920
-2% -$22.7K 0.73% 38
2022
Q2 		$1.13M Buy
46,811
+16
+0% +$426 0.82% 36
2022
Q1 		$1.37M Sell
46,795
-873
-2% -$24.9K 0.92% 35
2021
Q4 		$1.46M Buy
+47,668
New +$1.39M 0.94% 35

Other funds holding REET

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Treynor Bancshares's REET Position: Q4 2024 in Review

Treynor Bancshares sold out of iShares Global REIT ETF (REET) in Q4 2024, closing a stake of 9,790 shares — an estimated $261K sold.

Treynor Bancshares first reported a position in REET in Q4 2021 and held it in 12 quarters. The position peaked at $1.46M in Q4 2021. 288 funds tracked by Wall St. Rank hold REET as of Q4 2024.

  • Treynor Bancshares reported no remaining iShares Global REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Treynor Bancshares sold 9,790 iShares Global REIT ETF shares in Q4 2024, an estimated $261K.
  • Treynor Bancshares first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 12 quarters.
  • Treynor Bancshares's iShares Global REIT ETF position peaked at $1.46M in Q4 2021.
  • 288 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2024.

Based on Treynor Bancshares's 13F filing for Q4 2024, filed 12 Feb 2025.