Aspiriant LLC’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
Q2 | $499K | Sell |
20,204
-8,092
| -29% | -$200K | 0.02% | 198 |
|
|
2025
Q1 | $686K | Sell |
28,296
-10,208
| -27% | -$248K | 0.02% | 163 |
|
|
2024
Q4 | $923K | Sell |
38,504
-12,889
| -25% | -$309K | 0.03% | 147 |
|
|
2024
Q3 | $1.37M | Sell |
51,393
-5,614
| -10% | -$150K | 0.05% | 120 |
|
|
2024
Q2 | $1.33M | Sell |
57,007
-4,239
| -7% | -$98.6K | 0.05% | 120 |
|
|
2024
Q1 | $1.45M | Sell |
61,246
-13,913
| -19% | -$329K | 0.06% | 115 |
|
|
2023
Q4 | $1.82M | Sell |
75,159
-7,320
| -9% | -$177K | 0.08% | 97 |
|
|
2023
Q3 | $1.75M | Sell |
82,479
-16,216
| -16% | -$343K | 0.09% | 96 |
|
|
2023
Q2 | $2.27M | Sell |
98,695
-3,797
| -4% | -$87.2K | 0.11% | 86 |
|
|
2023
Q1 | $2.35M | Sell |
102,492
-1,119
| -1% | -$25.7K | 0.12% | 81 |
|
|
2022
Q4 | $2.35M | Buy |
+103,611
| New | +$2.35M | 0.12% | 79 |
|