Bank Julius Baer & Co
REET icon

Bank Julius Baer & Co’s iShares Global REIT ETF REET Stock Holding History

Bank Julius Baer & Co’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
2023
Q2 		– Sell
-277,055
Closed -$6.35M – 595
2023
Q1 		$6.35M Buy
277,055
+621
+0.2% +$14.7K 0.04% 170
2022
Q4 		$6.28M Buy
276,434
+4,360
+2% +$97.2K 0.04% 168
2022
Q3 		$5.79M Buy
+272,074
New +$6.7M 0.04% 156
2022
Q1 		– Sell
-16,223
Closed -$497K – 756
2021
Q4 		$497K Buy
16,223
+1,138
+8% +$33.3K ﹤0.01% 423
2021
Q3 		$413K Sell
15,085
-139
-0.9% -$3.99K ﹤0.01% 455
2021
Q2 		$422K Sell
15,224
-12,758
-46% -$349K ﹤0.01% 477
2021
Q1 		$713K Sell
27,982
-16
-0.1% -$395 0.01% 382
2020
Q4 		$670K Sell
27,998
-284
-1% -$6.4K 0.01% 407
2020
Q3 		$595K Sell
28,282
-17,724
-39% -$379K 0.01% 358
2020
Q2 		$961K Buy
46,006
+1,625
+4% +$32.9K 0.01% 277
2020
Q1 		$849K Buy
+44,381
New +$1.13M 0.02% 245

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Bank Julius Baer & Co's REET Position: Q2 2023 in Review

Bank Julius Baer & Co sold out of iShares Global REIT ETF (REET) in Q2 2023, closing a stake of 277,055 shares — an estimated $6.35M sold.

Bank Julius Baer & Co first reported a position in REET in Q1 2020 and held it in 11 quarters. The position peaked at $6.35M in Q1 2023. 254 funds tracked by Wall St. Rank hold REET as of Q2 2023.

  • Bank Julius Baer & Co reported no remaining iShares Global REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 277,055 iShares Global REIT ETF shares in Q2 2023, an estimated $6.35M.
  • Bank Julius Baer & Co first reported a position in iShares Global REIT ETF in Q1 2020 and held it in 11 quarters.
  • Bank Julius Baer & Co's iShares Global REIT ETF position peaked at $6.35M in Q1 2023.
  • 254 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2023.

Based on Bank Julius Baer & Co's 13F filing for Q2 2023, filed 20 Jul 2023.