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B. Riley Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

B. Riley Wealth Advisors’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
-10,706
Closed -$230K – 1563
2024
Q1 		$230K Sell
10,706
-198
-2% -$4.63K 0.01% 1190
2023
Q4 		$264K Buy
10,904
+198
+2% +$4.33K 0.01% 1112
2023
Q3 		$230K Buy
10,706
+304
+3% +$6.96K 0.01% 1190
2023
Q2 		$239K Buy
10,402
+456
+5% +$10.4K 0.01% 1254
2023
Q1 		$228K Sell
9,946
-16
-0.2% -$378 0.01% 1226
2022
Q4 		$226K Sell
9,962
-1,083
-10% -$24.1K 0.01% 1185
2022
Q3 		$235K Buy
11,045
+1,191
+12% +$29.3K 0.01% 1149
2022
Q2 		$239K Buy
9,854
+25
+0.3% +$665 0.01% 968
2022
Q1 		$288K Buy
9,829
+199
+2% +$5.68K 0.01% 1035
2021
Q4 		$295K Sell
9,630
-582
-6% -$17K 0.01% 1087
2021
Q3 		$280K Sell
10,212
-31
-0.3% -$889 0.01% 1079
2021
Q2 		$284K Buy
10,243
+149
+1% +$4.07K 0.01% 1052
2021
Q1 		$258K Buy
10,094
+798
+9% +$19.7K 0.01% 1074
2020
Q4 		$223K Buy
+9,296
New +$209K 0.01% 889
2020
Q1 		– Sell
-7,269
Closed -$201K – 877
2019
Q4 		$201K Buy
+7,269
New +$204K 0.02% 759

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

B. Riley Wealth Advisors's REET Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q2 2024, closing a stake of 10,706 shares — an estimated $230K sold.

B. Riley Wealth Advisors first reported a position in REET in Q4 2019 and held it in 15 quarters. The position peaked at $295K in Q4 2021. 267 funds tracked by Wall St. Rank hold REET as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,706 iShares Global REIT ETF shares in Q2 2024, an estimated $230K.
  • B. Riley Wealth Advisors first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 15 quarters.
  • B. Riley Wealth Advisors's iShares Global REIT ETF position peaked at $295K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.