Acquisition and Sale of Trust Real Estate Investment Trust Shares by Individual Account Plans Sponsored by Trust Real Estate Investment Trusts

OMB 1210-0124

The class exemption permits individual account pension plans sponsored by Trust Real Estate Investment Trusts (REITs) or their affiliates to purchase, hold, and sell publicly trades shares of beneficial interest in the Trust REIT, subject to conditions.

The latest form for Acquisition and Sale of Trust Real Estate Investment Trust Shares by Individual Account Plans Sponsored by Trust Real Estate Investment Trusts expires 2022-04-30 and can be found here.

Latest Forms, Documents, and Supporting Material

Document Name
1210-0124 PTEREITss 2-15-2022.docx Supporting Statement A
Acqusition and Sale of Trust REIT Shares by Individual Account Plans Sponsored by Trust REITs Other-PTE 2004-07

All Historical Document Collections

202201-1210-002 Approved without change	Extension without change of a currently approved collection	2022-02-23
201809-1210-001 Approved without change	Extension without change of a currently approved collection	2019-03-01
201509-1210-002 Approved without change	Extension without change of a currently approved collection	2015-10-26
201206-1210-003 Approved without change	Extension without change of a currently approved collection	2012-08-09
200907-1210-007 Approved without change	Extension without change of a currently approved collection	2009-07-30
200606-1210-005 Approved without change	Extension without change of a currently approved collection	2006-06-30
200306-1210-002 Approved without change	New collection (Request for a new OMB Control Number)	2003-06-03