Arete Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-125,932
| Closed | -$3.02M | – | 796 |
|
|
2024
Q4 | $3.02M | Buy |
125,932
+43,175
| +52% | +$1.04M | 0.22% | 98 |
|
|
2024
Q3 | $2.21M | Sell |
82,757
-31,428
| -28% | -$839K | 0.19% | 113 |
|
|
2024
Q2 | $2.66M | Buy |
114,185
+2,063
| +2% | +$48K | 0.22% | 98 |
|
|
2024
Q1 | $2.66M | Buy |
112,122
+2,094
| +2% | +$49.6K | 0.25% | 96 |
|
|
2023
Q4 | $2.66M | Buy |
110,028
+8,690
| +9% | +$210K | 0.2% | 103 |
|
|
2023
Q3 | $2.15M | Buy |
101,338
+5,981
| +6% | +$127K | 0.37% | 63 |
|
|
2023
Q2 | $2.19M | Buy |
95,357
+17,194
| +22% | +$395K | 0.19% | 114 |
|
|
2023
Q1 | $1.79M | Buy |
78,163
+20,929
| +37% | +$480K | 0.15% | 134 |
|
|
2022
Q4 | $1.3B | Sell |
57,234
-9,634
| -14% | -$219M | 0.11% | 160 |
|
|
2022
Q3 | $1.42M | Sell |
66,868
-1,286
| -2% | -$27.3K | 0.14% | 134 |
|
|
2022
Q2 | $1.65M | Sell |
68,154
-3,348
| -5% | -$81K | 0.17% | 108 |
|
|
2022
Q1 | $2.09M | Buy |
71,502
+278
| +0.4% | +$8.12K | 0.17% | 112 |
|
|
2021
Q4 | $2.18M | Buy |
71,224
+2,697
| +4% | +$82.5K | 0.19% | 103 |
|
|
2021
Q3 | $1.88M | Buy |
68,527
+3,794
| +6% | +$104K | 0.21% | 104 |
|
|
2021
Q2 | $19K | Buy |
64,733
+5,767
| +10% | +$1.69K | ﹤0.01% | 369 |
|
|
2021
Q1 | $1.5M | Buy |
58,966
+10,114
| +21% | +$258K | 0.19% | 112 |
|
|
2020
Q4 | $1.14M | Sell |
48,852
-3,996
| -8% | -$93K | 0.16% | 139 |
|
|
2020
Q3 | $1.15M | Buy |
52,848
+2,333
| +5% | +$50.7K | 0.17% | 134 |
|
|
2020
Q2 | $1.06M | Buy |
50,515
+1,160
| +2% | +$24.2K | 0.18% | 132 |
|
|
2020
Q1 | $945K | Buy |
49,355
+13,262
| +37% | +$254K | 0.19% | 125 |
|
|
2019
Q4 | $997K | Buy |
36,093
+5,377
| +18% | +$149K | 0.17% | 135 |
|
|
2019
Q3 | $863K | Buy |
30,716
+5,287
| +21% | +$149K | 0.17% | 149 |
|
|
2019
Q2 | $678K | Buy |
25,429
+7,870
| +45% | +$210K | 0.13% | 178 |
|
|
2019
Q1 | $469K | Buy |
17,559
+2,311
| +15% | +$61.7K | 0.1% | 219 |
|
|
2018
Q4 | $357K | Buy |
15,248
+877
| +6% | +$20.5K | 0.09% | 240 |
|
|
2018
Q3 | $362K | Buy |
14,371
+3,782
| +36% | +$95.3K | 0.08% | 235 |
|
|
2018
Q2 | $272K | Buy |
+10,589
| New | +$272K | 0.06% | 294 |
|