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AlphaCentric Advisors’s iShares Global REIT ETF REET Stock Holding History

AlphaCentric 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
2024
Q4 		$1.44M Buy
+60,000
New +$1.53M 1.44% 18

Other funds holding REET

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

AlphaCentric Advisors's REET Position: Q4 2024 in Review

AlphaCentric Advisors opened a new position in iShares Global REIT ETF (REET) in Q4 2024: 60,000 shares worth $1.44M. The stake represents 1.44% of the portfolio and ranks #18 among its holdings.

288 funds tracked by Wall St. Rank hold REET as of Q4 2024.

  • AlphaCentric Advisors held 60,000 shares of iShares Global REIT ETF worth $1.44M as of Q4 2024.
  • iShares Global REIT ETF was a new AlphaCentric Advisors position in Q4 2024.
  • iShares Global REIT ETF made up 1.44% of AlphaCentric Advisors's portfolio in Q4 2024, its #18 holding.
  • 288 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2024.

Based on AlphaCentric Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.