Banque Cantonale Vaudoise’s iShares Global REIT ETF REET Stock Holding History

Banque Cantonale Vaudoise’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 Q1	–	Sell	-590	Closed	-$13K	–	1213
2022 Q4	$13K	Hold	590	–	–	﹤0.01%	1094
2022 Q3	$13K	Hold	590	–	–	﹤0.01%	1133
2022 Q2	$14K	Hold	590	–	–	﹤0.01%	1158
2022 Q1	$17K	Hold	590	–	–	﹤0.01%	1167
2021 Q4	$18K	Hold	590	–	–	﹤0.01%	1192
2021 Q3	$16K	Buy	+590	New	+$16.9K	﹤0.01%	1180

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

CFA

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Banque Cantonale Vaudoise's REET Position: Q1 2023 in Review

Banque Cantonale Vaudoise sold out of iShares Global REIT ETF (REET) in Q1 2023, closing a stake of 590 shares — an estimated $13K sold.

Banque Cantonale Vaudoise first reported a position in REET in Q3 2021 and held it in 6 quarters. The position peaked at $18K in Q4 2021. 250 funds tracked by Wall St. Rank hold REET as of Q1 2023.

Banque Cantonale Vaudoise reported no remaining iShares Global REIT ETF position as of Q1 2023 after selling out during the quarter.
Banque Cantonale Vaudoise sold 590 iShares Global REIT ETF shares in Q1 2023, an estimated $13K.
Banque Cantonale Vaudoise first reported a position in iShares Global REIT ETF in Q3 2021 and held it in 6 quarters.
Banque Cantonale Vaudoise's iShares Global REIT ETF position peaked at $18K in Q4 2021.
250 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2023.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2023, filed 20 Apr 2023.