Whittier Trust’s iShares Global REIT ETF REET Stock Holding History

Whittier Trust’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	$230K	Hold	9,000	–	–	﹤0.01%	560
2025 Q4	$227K	Hold	9,000	–	–	﹤0.01%	570
2025 Q3	$231K	Hold	9,000	–	–	﹤0.01%	563
2025 Q2	$222K	Hold	9,000	–	–	﹤0.01%	638
2025 Q1	$218K	Hold	9,000	–	–	﹤0.01%	640
2024 Q4	$216K	Hold	9,000	–	–	﹤0.01%	648
2024 Q3	$240K	Hold	9,000	–	–	﹤0.01%	651
2024 Q2	$209K	Hold	9,000	–	–	﹤0.01%	641
2024 Q1	$213K	Hold	9,000	–	–	﹤0.01%	634
2023 Q4	$218K	Hold	9,000	–	–	﹤0.01%	630
2023 Q3	$190K	Hold	9,000	–	–	﹤0.01%	635
2023 Q2	$207K	Hold	9,000	–	–	﹤0.01%	624
2023 Q1	$206K	Hold	9,000	–	–	﹤0.01%	651
2022 Q4	$204K	Buy	+9,000	New	+$201K	﹤0.01%	640

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

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 Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return