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

Trust Company of Vermont’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
Q2 		$857K Buy
+31,020
New +$841K 0.03% 224
2025
Q4 		$314K Buy
12,591
+2,584
+26% +$65.3K 0.01% 298
2025
Q3 		$256K Hold
10,007
– – 0.01% 324
2025
Q2 		$247K Buy
10,007
+6,016
+151% +$146K 0.01% 317
2025
Q1 		$96.8K Buy
3,991
+109
+3% +$2.65K ﹤0.01% 421
2024
Q4 		$93.1K Buy
3,882
+2,336
+151% +$59.6K ﹤0.01% 437
2024
Q3 		$41.3K Hold
1,546
– – ﹤0.01% 549
2024
Q2 		$35.9K Sell
1,546
-20
-1% -$457 ﹤0.01% 537
2024
Q1 		$37.1K Buy
1,566
+20
+1% +$468 ﹤0.01% 530
2023
Q4 		$37.4K Buy
1,546
+299
+24% +$6.54K ﹤0.01% 471
2023
Q3 		$26.4K Buy
+1,247
New +$28.5K ﹤0.01% 540

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Trust Company of Vermont's REET Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares Global REIT ETF (REET) in Q2 2026: 31,020 shares worth $857K. The stake represents 0.03% of the portfolio and ranks #224 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in REET as recently as Q4 2025.

Trust Company of Vermont first reported a position in REET in Q3 2023 and has held it in 11 quarters since. 172 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Trust Company of Vermont held 31,020 shares of iShares Global REIT ETF worth $857K as of Q2 2026.
  • iShares Global REIT ETF was a new Trust Company of Vermont position in Q2 2026.
  • iShares Global REIT ETF made up 0.03% of Trust Company of Vermont's portfolio in Q2 2026, its #224 holding.
  • Trust Company of Vermont first reported a position in iShares Global REIT ETF in Q3 2023 and has held it in 11 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.