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American Portfolios Advisors’s iShares Global REIT ETF REET Stock Holding History

American Portfolios 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
2022
Q3 		$3.17M Sell
148,817
-128,715
-46% -$3.17M 0.13% 163
2022
Q2 		$6.71M Buy
277,532
+20,583
+8% +$548K 0.28% 66
2022
Q1 		$7.51M Sell
256,949
-15,761
-6% -$450K 0.26% 68
2021
Q4 		$8.35M Sell
272,710
-7,045
-3% -$206K 0.28% 60
2021
Q3 		$7.67M Buy
279,755
+12,816
+5% +$368K 0.29% 66
2021
Q2 		$7.4M Buy
266,939
+34,008
+15% +$929K 0.29% 67
2021
Q1 		$5.94M Buy
232,931
+75,167
+48% +$1.86M 0.26% 76
2020
Q4 		$3.78M Buy
157,764
+11,258
+8% +$254K 0.19% 99
2020
Q3 		$3.08M Sell
146,506
-99
-0.1% -$2.12K 0.18% 117
2020
Q2 		$3.06M Buy
146,605
+27,359
+23% +$553K 0.2% 102
2020
Q1 		$2.28M Buy
+119,246
New +$3.04M 0.19% 119

Other funds holding REET

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 29.2% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

American Portfolios Advisors's REET Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Global REIT ETF (REET) stake by 46% in Q3 2022, selling an estimated $3.17M and leaving 148,817 shares worth $3.17M. The position accounts for 0.13% of the portfolio, ranked #163.

American Portfolios Advisors first reported a position in REET in Q1 2020 and has held it in 11 quarters since. The position peaked at $8.35M in Q4 2021. 240 funds tracked by Wall St. Rank hold REET as of Q3 2022.

  • American Portfolios Advisors held 148,817 shares of iShares Global REIT ETF worth $3.17M as of Q3 2022.
  • American Portfolios Advisors sold 128,715 iShares Global REIT ETF shares in Q3 2022, an estimated $3.17M.
  • iShares Global REIT ETF made up 0.13% of American Portfolios Advisors's portfolio in Q3 2022, its #163 holding.
  • American Portfolios Advisors first reported a position in iShares Global REIT ETF in Q1 2020 and has held it in 11 quarters since.
  • American Portfolios Advisors's iShares Global REIT ETF position peaked at $8.35M in Q4 2021.
  • 240 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.