Avestar Capital’s iShares Global REIT ETF REET Stock Holding History

Avestar Capital’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 Q2	–	Sell	-50,447	Closed	-$1.47M	–	380
2022 Q1	$1.47M	Buy	50,447 +37,527	+290%	+$1.07M	0.24%	87
2021 Q4	$395K	Sell	12,920 -58,601	-82%	-$1.71M	0.05%	292
2021 Q3	$1.96M	Sell	71,521 -141,775	-66%	-$4.07M	0.25%	94
2021 Q2	$5.91M	Buy	213,296 +55,320	+35%	+$1.51M	0.79%	25
2021 Q1	$4.28M	Buy	+157,976	New	+$3.9M	0.95%	18
2018 Q4	–	Sell	-2,492	Closed	-$61.3K	–	973
2018 Q3	$62K	Sell	2,492 -49,875	-95%	-$1.29M	0.04%	254
2018 Q2	$1.32M	Sell	52,367 -1,626	-3%	-$40.7K	0.84%	29
2018 Q1	$1.3M	Buy	53,993 +48,593	+900%	+$1.2M	0.85%	20
2017 Q4	$140K	Buy	+5,400	New	+$139K	0.1%	113

Other funds holding REET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Avestar Capital's REET Position: Q2 2022 in Review

Avestar Capital sold out of iShares Global REIT ETF (REET) in Q2 2022, closing a stake of 50,447 shares — an estimated $1.47M sold.

Avestar Capital first reported a position in REET in Q4 2017 and held it in 9 quarters. The position peaked at $5.91M in Q2 2021. 249 funds tracked by Wall St. Rank hold REET as of Q2 2022.

Avestar Capital reported no remaining iShares Global REIT ETF position as of Q2 2022 after selling out during the quarter.
Avestar Capital sold 50,447 iShares Global REIT ETF shares in Q2 2022, an estimated $1.47M.
Avestar Capital first reported a position in iShares Global REIT ETF in Q4 2017 and held it in 9 quarters.
Avestar Capital's iShares Global REIT ETF position peaked at $5.91M in Q2 2021.
249 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.