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Almanack Investment Partners’s iShares Global REIT ETF REET Stock Holding History

Almanack Investment Partners’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
Q1 		– Sell
-8,907
Closed -$202K – 177
2022
Q4 		$202K Buy
+8,907
New +$199K 0.04% 160
2022
Q3 		– Sell
-15,621
Closed -$378K – 890
2022
Q2 		$378K Sell
15,621
-704
-4% -$18.7K 0.04% 281
2022
Q1 		$477K Buy
16,325
+875
+6% +$25K 0.04% 266
2021
Q4 		$473K Buy
15,450
+5,037
+48% +$147K 0.04% 273
2021
Q3 		$285K Buy
+10,413
New +$299K 0.03% 388

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Almanack Investment Partners's REET Position: Q1 2023 in Review

Almanack Investment Partners sold out of iShares Global REIT ETF (REET) in Q1 2023, closing a stake of 8,907 shares — an estimated $202K sold.

Almanack Investment Partners first reported a position in REET in Q3 2021 and held it in 5 quarters. The position peaked at $477K in Q1 2022. 250 funds tracked by Wall St. Rank hold REET as of Q1 2023.

  • Almanack Investment Partners reported no remaining iShares Global REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Almanack Investment Partners sold 8,907 iShares Global REIT ETF shares in Q1 2023, an estimated $202K.
  • Almanack Investment Partners first reported a position in iShares Global REIT ETF in Q3 2021 and held it in 5 quarters.
  • Almanack Investment Partners's iShares Global REIT ETF position peaked at $477K in Q1 2022.
  • 250 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2023.

Based on Almanack Investment Partners's 13F filing for Q1 2023, filed 8 May 2023.