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Anchor Investment Management’s iShares Global REIT ETF REET Stock Holding History

Anchor Investment Management’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
Q4 		– Sell
-600
Closed -$12.7K – 983
2023
Q3 		$12.7K Hold
600
– – ﹤0.01% 715
2023
Q2 		$13.8K Hold
600
– – ﹤0.01% 691
2023
Q1 		$13.8K Hold
600
– – ﹤0.01% 701
2022
Q4 		$13.6K Hold
600
– – ﹤0.01% 681
2022
Q3 		$12.8K Hold
600
– – ﹤0.01% 686
2022
Q2 		$14.5K Hold
600
– – ﹤0.01% 689
2022
Q1 		$17.5K Buy
+600
New +$17.1K ﹤0.01% 685

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M&T Bank
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VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Anchor Investment Management's REET Position: Q4 2023 in Review

Anchor Investment Management sold out of iShares Global REIT ETF (REET) in Q4 2023, closing a stake of 600 shares — an estimated $12.7K sold.

Anchor Investment Management first reported a position in REET in Q1 2022 and held it in 7 quarters. The position peaked at $17.5K in Q1 2022. 274 funds tracked by Wall St. Rank hold REET as of Q4 2023.

  • Anchor Investment Management reported no remaining iShares Global REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Anchor Investment Management sold 600 iShares Global REIT ETF shares in Q4 2023, an estimated $12.7K.
  • Anchor Investment Management first reported a position in iShares Global REIT ETF in Q1 2022 and held it in 7 quarters.
  • Anchor Investment Management's iShares Global REIT ETF position peaked at $17.5K in Q1 2022.
  • 274 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.