BFEC
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Benjamin F. Edwards & Company’s iShares Global REIT ETF REET Stock Holding History

Benjamin F. Edwards & Company’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
Q3 		– Sell
-30,548
Closed -$702K – 1818
2023
Q2 		$702K Buy
30,548
+315
+1% +$7.18K 0.03% 436
2023
Q1 		$693K Buy
30,233
+485
+2% +$11.4K 0.03% 410
2022
Q4 		$676K Buy
29,748
+60
+0.2% +$1.34K 0.03% 402
2022
Q3 		$631K Sell
29,688
-13,184
-31% -$325K 0.03% 398
2022
Q2 		$1.04M Sell
42,872
-9
-0% -$240 0.05% 319
2022
Q1 		$1.25M Buy
42,881
+1,137
+3% +$32.5K 0.06% 304
2021
Q4 		$1.28M Buy
41,744
+686
+2% +$20.1K 0.06% 303
2021
Q3 		$1.13M Buy
41,058
+132
+0.3% +$3.79K 0.06% 312
2021
Q2 		$1.13M Sell
40,926
-3,760
-8% -$103K 0.06% 307
2021
Q1 		$1.14M Sell
44,686
-117
-0.3% -$2.89K 0.06% 307
2020
Q4 		$1.07M Buy
44,803
+365
+0.8% +$8.22K 0.06% 288
2020
Q3 		$935K Sell
44,438
-1,599
-3% -$34.2K 0.06% 279
2020
Q2 		$961K Buy
46,037
+9,118
+25% +$184K 0.07% 263
2020
Q1 		$707K Sell
36,919
-445
-1% -$11.3K 0.06% 283
2019
Q4 		$1.03M Sell
37,364
-1,643
-4% -$46.1K 0.07% 271
2019
Q3 		$1.09M Sell
39,007
-1,044
-3% -$28.6K 0.09% 237
2019
Q2 		$1.07M Buy
40,051
+171
+0.4% +$4.57K 0.09% 233
2019
Q1 		$1.07M Sell
39,880
-1,107
-3% -$28.5K 0.1% 222
2018
Q4 		$960K Sell
40,987
-1,171
-3% -$28.8K 0.1% 216
2018
Q3 		$1.06M Buy
+42,158
New +$1.09M 0.1% 217

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Benjamin F. Edwards & Company's REET Position: Q3 2023 in Review

Benjamin F. Edwards & Company sold out of iShares Global REIT ETF (REET) in Q3 2023, closing a stake of 30,548 shares — an estimated $702K sold.

Benjamin F. Edwards & Company first reported a position in REET in Q3 2018 and held it in 20 quarters. The position peaked at $1.28M in Q4 2021. 248 funds tracked by Wall St. Rank hold REET as of Q3 2023.

  • Benjamin F. Edwards & Company reported no remaining iShares Global REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 30,548 iShares Global REIT ETF shares in Q3 2023, an estimated $702K.
  • Benjamin F. Edwards & Company first reported a position in iShares Global REIT ETF in Q3 2018 and held it in 20 quarters.
  • Benjamin F. Edwards & Company's iShares Global REIT ETF position peaked at $1.28M in Q4 2021.
  • 248 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2023, filed 13 Nov 2023.