Blue Trust Inc
REET icon

Blue Trust Inc’s iShares Global REIT ETF REET Stock Holding History

Blue Trust Inc’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
-75
Closed -$2K – 2569
2022
Q4 		$2K Hold
75
– – ﹤0.01% 1953
2022
Q3 		$2K Sell
75
-126
-63% -$3.1K ﹤0.01% 1819
2022
Q2 		$6K Buy
+201
New +$5.35K ﹤0.01% 1397

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Blue Trust Inc's REET Position: Q1 2023 in Review

Blue Trust Inc sold out of iShares Global REIT ETF (REET) in Q1 2023, closing a stake of 75 shares — an estimated $2K sold.

Blue Trust Inc first reported a position in REET in Q2 2022 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 250 funds tracked by Wall St. Rank hold REET as of Q1 2023.

  • Blue Trust Inc reported no remaining iShares Global REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Blue Trust Inc sold 75 iShares Global REIT ETF shares in Q1 2023, an estimated $2K.
  • Blue Trust Inc first reported a position in iShares Global REIT ETF in Q2 2022 and held it in 3 quarters.
  • Blue Trust Inc's iShares Global REIT ETF position peaked at $6K in Q2 2022.
  • 250 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2023.

Based on Blue Trust Inc's 13F filing for Q1 2023, filed 17 Apr 2023.