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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
Q2 		$169K Hold
6,110
– – ﹤0.01% 798
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 $29.3B AUM 38.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Morgan Stanley
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

UMB Bank's REET Position: Q2 2026 in Review

UMB Bank held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 6,110 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

UMB Bank first reported a position in REET in Q2 2023 and has held it in 13 quarters since. The position peaked at $340K in Q3 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • UMB Bank held 6,110 shares of iShares Global REIT ETF worth $169K as of Q2 2026.
  • UMB Bank left its iShares Global REIT ETF share count unchanged in Q2 2026.
  • iShares Global REIT ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #798 holding.
  • UMB Bank first reported a position in iShares Global REIT ETF in Q2 2023 and has held it in 13 quarters since.
  • UMB Bank's iShares Global REIT ETF position peaked at $340K in Q3 2024.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.