BA
REET icon

Bivin & Associates’s iShares Global REIT ETF REET Stock Holding History

Bivin & Associates’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
2022
Q2 		$3.01M Sell
124,424
-4,215
-3% -$112K 3.23% 9
2022
Q1 		$3.76M Sell
128,639
-1,507
-1% -$43K 3.43% 8
2021
Q4 		$3.98M Buy
+130,146
New +$3.8M 3.48% 8

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $34.1B AUM 29.2% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bivin & Associates's REET Position: Q2 2022 in Review

Bivin & Associates reduced its iShares Global REIT ETF (REET) stake by 3.3% in Q2 2022, selling an estimated $112K and leaving 124,424 shares worth $3.01M. The position accounts for 3.23% of the portfolio, ranked #9.

Bivin & Associates first reported a position in REET in Q4 2021 and has held it in 3 quarters since. The position peaked at $3.98M in Q4 2021. 249 funds tracked by Wall St. Rank hold REET as of Q2 2022.

  • Bivin & Associates held 124,424 shares of iShares Global REIT ETF worth $3.01M as of Q2 2022.
  • Bivin & Associates sold 4,215 iShares Global REIT ETF shares in Q2 2022, an estimated $112K.
  • iShares Global REIT ETF made up 3.23% of Bivin & Associates's portfolio in Q2 2022, its #9 holding.
  • Bivin & Associates first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's iShares Global REIT ETF position peaked at $3.98M in Q4 2021.
  • 249 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.