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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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.