49 Wealth Management’s iShares Global REIT ETF REET Stock Holding History

49 Wealth Management’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
2024 Q2	–	Sell	-20,958	Closed	-$490K	–	168
2024 Q1	$490K	Sell	20,958 -305	-1%	-$7.14K	0.11%	58
2023 Q4	$514K	Buy	+21,263	New	+$465K	0.13%	52

Other funds holding REET

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

49 Wealth Management's REET Position: Q2 2024 in Review

49 Wealth Management sold out of iShares Global REIT ETF (REET) in Q2 2024, closing a stake of 20,958 shares — an estimated $490K sold.

49 Wealth Management first reported a position in REET in Q4 2023 and held it in 2 quarters. The position peaked at $514K in Q4 2023. 267 funds tracked by Wall St. Rank hold REET as of Q2 2024.

49 Wealth Management reported no remaining iShares Global REIT ETF position as of Q2 2024 after selling out during the quarter.
49 Wealth Management sold 20,958 iShares Global REIT ETF shares in Q2 2024, an estimated $490K.
49 Wealth Management first reported a position in iShares Global REIT ETF in Q4 2023 and held it in 2 quarters.
49 Wealth Management's iShares Global REIT ETF position peaked at $514K in Q4 2023.
267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2024.

Based on 49 Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.