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Arkadios Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-3,902
Closed -$106K – 1496
2021
Q3 		$106K Sell
3,902
-50
-1% -$1.43K 0.02% 676
2021
Q2 		$109K Buy
3,952
+2,125
+116% +$58.1K 0.01% 700
2021
Q1 		$46K Buy
1,827
+1,800
+6,667% +$44.4K 0.01% 714
2020
Q4 		$0 Hold
27
– – ﹤0.01% 1463
2020
Q3 		$574 Hold
27
– – ﹤0.01% 980
2020
Q2 		$561 Hold
27
– – ﹤0.01% 906
2020
Q1 		$517 Hold
27
– – ﹤0.01% 1007
2019
Q4 		$771 Buy
+27
New +$758 ﹤0.01% 915

Other funds holding REET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 $377B AUM 19.32% 1-Year Est. Return

Arkadios Wealth Advisors's REET Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q4 2021, closing a stake of 3,902 shares — an estimated $106K sold.

Arkadios Wealth Advisors first reported a position in REET in Q4 2019 and held it in 8 quarters. The position peaked at $109K in Q2 2021. 259 funds tracked by Wall St. Rank hold REET as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,902 iShares Global REIT ETF shares in Q4 2021, an estimated $106K.
  • Arkadios Wealth Advisors first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's iShares Global REIT ETF position peaked at $109K in Q2 2021.
  • 259 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.