UB
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UMB Bank’s iShares Global REIT ETF REET Stock Holding History

UMB Bank’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 		$154K Hold
6,110
– – ﹤0.01% 786
2025
Q4 		$152K Sell
6,110
-61
-1% -$1.54K ﹤0.01% 770
2025
Q3 		$158K Sell
6,171
-796
-11% -$20K ﹤0.01% 687
2025
Q2 		$172K Sell
6,967
-2,841
-29% -$68.8K ﹤0.01% 629
2025
Q1 		$238K Sell
9,808
-2,863
-23% -$69.7K ﹤0.01% 538
2024
Q4 		$304K Sell
12,671
-86
-0.7% -$2.2K ﹤0.01% 486
2024
Q3 		$340K Buy
12,757
+79
+0.6% +$2K 0.01% 471
2024
Q2 		$295K Buy
12,678
+6,291
+98% +$144K ﹤0.01% 480
2024
Q1 		$151K Buy
6,387
+3,927
+160% +$91.9K ﹤0.01% 622
2023
Q4 		$59.5K Buy
2,460
+459
+23% +$10K ﹤0.01% 800
2023
Q3 		$42.4K Buy
2,001
+1,862
+1,340% +$42.6K ﹤0.01% 872
2023
Q2 		$3.19K Buy
+139
New +$3.17K ﹤0.01% 1471

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
VA
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return