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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

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M&T Bank
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Bank of Montreal
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SC
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PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CFA
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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.