AFP
REET icon

Ausdal Financial Partners’s iShares Global REIT ETF REET Stock Holding History

Ausdal Financial Partners’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
2022
Q4 		– Sell
-14,404
Closed -$306K – 473
2022
Q3 		$306K Sell
14,404
-25,909
-64% -$638K 0.05% 326
2022
Q2 		$975K Sell
40,313
-2,238
-5% -$59.6K 0.15% 180
2022
Q1 		$1.24M Buy
+42,551
New +$1.22M 0.17% 158
2020
Q4 		– Sell
-36,916
Closed -$776K – 434
2020
Q3 		$776K Buy
+36,916
New +$789K 0.19% 145

Other funds holding REET

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ausdal Financial Partners's REET Position: Q4 2022 in Review

Ausdal Financial Partners sold out of iShares Global REIT ETF (REET) in Q4 2022, closing a stake of 14,404 shares — an estimated $306K sold.

Ausdal Financial Partners first reported a position in REET in Q3 2020 and held it in 4 quarters. The position peaked at $1.24M in Q1 2022. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

  • Ausdal Financial Partners reported no remaining iShares Global REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Ausdal Financial Partners sold 14,404 iShares Global REIT ETF shares in Q4 2022, an estimated $306K.
  • Ausdal Financial Partners first reported a position in iShares Global REIT ETF in Q3 2020 and held it in 4 quarters.
  • Ausdal Financial Partners's iShares Global REIT ETF position peaked at $1.24M in Q1 2022.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on Ausdal Financial Partners's 13F filing for Q4 2022, filed 3 Feb 2023.