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Alpha Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

Alpha Financial Advisors’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
Q2 		– Sell
-13,826
Closed -$317K – 44
2023
Q1 		$317K Sell
13,826
-6,986
-34% -$165K 0.22% 29
2022
Q4 		$473K Buy
+20,812
New +$464K 0.41% 20

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alpha Financial Advisors's REET Position: Q2 2023 in Review

Alpha Financial Advisors sold out of iShares Global REIT ETF (REET) in Q2 2023, closing a stake of 13,826 shares — an estimated $317K sold.

Alpha Financial Advisors first reported a position in REET in Q4 2022 and held it in 2 quarters. The position peaked at $473K in Q4 2022. 254 funds tracked by Wall St. Rank hold REET as of Q2 2023.

  • Alpha Financial Advisors reported no remaining iShares Global REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Alpha Financial Advisors sold 13,826 iShares Global REIT ETF shares in Q2 2023, an estimated $317K.
  • Alpha Financial Advisors first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 2 quarters.
  • Alpha Financial Advisors's iShares Global REIT ETF position peaked at $473K in Q4 2022.
  • 254 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2023.

Based on Alpha Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.