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Adroit Compliance’s iShares Global REIT ETF REET Stock Holding History

Adroit Compliance’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
2023
Q4 		$16.1M Buy
+664,000
New +$14.5M 3.35% 9

Other funds holding REET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Adroit Compliance's REET Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares Global REIT ETF (REET) in Q4 2023: 664,000 shares worth $16.1M. The stake represents 3.35% of the portfolio and ranks #9 among its holdings.

274 funds tracked by Wall St. Rank hold REET as of Q4 2023.

  • Adroit Compliance held 664,000 shares of iShares Global REIT ETF worth $16.1M as of Q4 2023.
  • iShares Global REIT ETF was a new Adroit Compliance position in Q4 2023.
  • iShares Global REIT ETF made up 3.35% of Adroit Compliance's portfolio in Q4 2023, its #9 holding.
  • 274 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.