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Advisor Partners II’s iShares Global REIT ETF REET Stock Holding History

Advisor Partners II’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
Q3 		$202K Buy
+9,553
New +$219K 0.01% 1173
2022
Q4 		– Sell
-11,867
Closed -$252K – 961
2022
Q3 		$252K Buy
+11,867
New +$292K 0.02% 679

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Advisor Partners II's REET Position: Q3 2023 in Review

Advisor Partners II opened a new position in iShares Global REIT ETF (REET) in Q3 2023: 9,553 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #1173 among its holdings. This is a return to the name: Advisor Partners II previously reported a position in REET as recently as Q3 2022.

Advisor Partners II first reported a position in REET in Q3 2022 and has held it in 2 quarters since. The position peaked at $252K in Q3 2022. 248 funds tracked by Wall St. Rank hold REET as of Q3 2023.

  • Advisor Partners II held 9,553 shares of iShares Global REIT ETF worth $202K as of Q3 2023.
  • iShares Global REIT ETF was a new Advisor Partners II position in Q3 2023.
  • iShares Global REIT ETF made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1173 holding.
  • Advisor Partners II first reported a position in iShares Global REIT ETF in Q3 2022 and has held it in 2 quarters since.
  • Advisor Partners II's iShares Global REIT ETF position peaked at $252K in Q3 2022.
  • 248 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.