AE Wealth Management’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $703K | Buy |
27,942
+702
| +3% | +$18.2K | ﹤0.01% | 960 |
|
|
2025
Q4 | $680K | Sell |
27,240
-1,335
| -5% | -$33.7K | ﹤0.01% | 933 |
|
|
2025
Q3 | $730K | Sell |
28,575
-1,975
| -6% | -$49.6K | ﹤0.01% | 837 |
|
|
2025
Q2 | $755K | Sell |
30,550
-1,750
| -5% | -$42.4K | 0.01% | 796 |
|
|
2025
Q1 | $784K | Sell |
32,300
-996
| -3% | -$24.2K | 0.01% | 781 |
|
|
2024
Q4 | $798K | Buy |
33,296
+155
| +0.5% | +$3.96K | 0.01% | 763 |
|
|
2024
Q3 | $885K | Buy |
33,141
+393
| +1% | +$9.94K | 0.01% | 722 |
|
|
2024
Q2 | $761K | Sell |
32,748
-911
| -3% | -$20.8K | 0.01% | 777 |
|
|
2024
Q1 | $797K | Sell |
33,659
-115,001
| -77% | -$2.69M | 0.01% | 706 |
|
|
2023
Q4 | $3.47M | Sell |
148,660
-15,575
| -9% | -$341K | 0.02% | 712 |
|
|
2023
Q3 | $3.48M | Buy |
164,235
+10,932
| +7% | +$250K | 0.02% | 659 |
|
|
2023
Q2 | $3.52M | Buy |
153,303
+22,731
| +17% | +$518K | 0.02% | 651 |
|
|
2023
Q1 | $2.99M | Buy |
130,572
+7,603
| +6% | +$179K | 0.02% | 665 |
|
|
2022
Q4 | $2.79M | Buy |
122,969
+48,518
| +65% | +$1.08M | 0.02% | 635 |
|
|
2022
Q3 | $1.58M | Buy |
74,451
+28,244
| +61% | +$696K | 0.01% | 777 |
|
|
2022
Q2 | $1.12M | Buy |
46,207
+3,843
| +9% | +$102K | 0.01% | 853 |
|
|
2022
Q1 | $1.24M | Buy |
42,364
+7,597
| +22% | +$217K | 0.01% | 854 |
|
|
2021
Q4 | $1.06M | Buy |
34,767
+10,732
| +45% | +$314K | 0.01% | 908 |
|
|
2021
Q3 | $659K | Buy |
24,035
+8,502
| +55% | +$244K | 0.01% | 1040 |
|
|
2021
Q2 | $431K | Buy |
15,533
+4,440
| +40% | +$121K | ﹤0.01% | 1198 |
|
|
2021
Q1 | $283K | Buy |
11,093
+873
| +9% | +$21.6K | ﹤0.01% | 1275 |
|
|
2020
Q4 | $245K | Sell |
10,220
-930
| -8% | -$20.9K | ﹤0.01% | 1211 |
|
|
2020
Q3 | $234K | Sell |
11,150
-4,080
| -27% | -$87.2K | ﹤0.01% | 1129 |
|
|
2020
Q2 | $318K | Buy |
15,230
+2,784
| +22% | +$56.3K | ﹤0.01% | 1002 |
|
|
2020
Q1 | $238K | Buy |
12,446
+703
| +6% | +$17.9K | 0.01% | 953 |
|
|
2019
Q4 | $324K | Buy |
11,743
+3,621
| +45% | +$102K | 0.01% | 874 |
|
|
2019
Q3 | $228K | Buy |
+8,122
| New | +$222K | 0.01% | 885 |
|
Other funds holding REET
VA
PL
SC