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Belpointe Asset Management’s iShares Global REIT ETF REET Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-162
Closed -$3.71K – 2719
2023
Q1 		$3.71K Sell
162
-153
-49% -$3.61K ﹤0.01% 3120
2022
Q4 		$7.15K Buy
+315
New +$7.02K ﹤0.01% 2784

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Belpointe Asset Management's REET Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Global REIT ETF (REET) in Q2 2023, closing a stake of 162 shares — an estimated $3.71K sold.

Belpointe Asset Management first reported a position in REET in Q4 2022 and held it in 2 quarters. The position peaked at $7.15K in Q4 2022. 254 funds tracked by Wall St. Rank hold REET as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares Global REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 162 iShares Global REIT ETF shares in Q2 2023, an estimated $3.71K.
  • Belpointe Asset Management first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares Global REIT ETF position peaked at $7.15K in Q4 2022.
  • 254 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.