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 Q2	$251K	Hold	9,000	–	–	﹤0.01%	592
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 Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Whittier Trust's REET Position: Q2 2026 in Review

Whittier Trust held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 9,000 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Whittier Trust first reported a position in REET in Q4 2022 and has held it in 15 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Whittier Trust held 9,000 shares of iShares Global REIT ETF worth $251K as of Q2 2026.
Whittier Trust left its iShares Global REIT ETF share count unchanged in Q2 2026.
iShares Global REIT ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #592 holding.
Whittier Trust first reported a position in iShares Global REIT ETF in Q4 2022 and has held it in 15 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.