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Avior Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-313
Closed -$7.41K – 3397
2024
Q1 		$7.41K Buy
+313
New +$7.32K ﹤0.01% 1963
2022
Q1 		– Sell
-1,676
Closed -$51K – 1208
2021
Q4 		$51K Buy
1,676
+1,003
+149% +$29.3K ﹤0.01% 589
2021
Q3 		$18K Buy
673
+114
+20% +$3.27K ﹤0.01% 693
2021
Q2 		$15K Buy
559
+4
+0.7% +$109 ﹤0.01% 688
2021
Q1 		$14K Buy
555
+5
+0.9% +$123 ﹤0.01% 711
2020
Q4 		$13K Sell
550
-47
-8% -$1.06K ﹤0.01% 676
2020
Q3 		$12K Sell
597
-499
-46% -$10.7K ﹤0.01% 663
2020
Q2 		$22K Buy
+1,096
New +$22.2K ﹤0.01% 560

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
SC
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

Avior Wealth Management's REET Position: Q2 2024 in Review

Avior Wealth Management sold out of iShares Global REIT ETF (REET) in Q2 2024, closing a stake of 313 shares — an estimated $7.41K sold.

Avior Wealth Management first reported a position in REET in Q2 2020 and held it in 8 quarters. The position peaked at $51K in Q4 2021. 267 funds tracked by Wall St. Rank hold REET as of Q2 2024.

  • Avior Wealth Management reported no remaining iShares Global REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 313 iShares Global REIT ETF shares in Q2 2024, an estimated $7.41K.
  • Avior Wealth Management first reported a position in iShares Global REIT ETF in Q2 2020 and held it in 8 quarters.
  • Avior Wealth Management's iShares Global REIT ETF position peaked at $51K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.