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

Bosun 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
Q3 		– Sell
-6,934
Closed -$159K – 170
2023
Q2 		$159K Buy
+6,934
New +$158K 0.16% 102
2022
Q2 		– Sell
-6,934
Closed -$203K – 73
2022
Q1 		$203K Hold
6,934
– – 0.21% 70
2021
Q4 		$212K Buy
+6,934
New +$203K 0.19% 66

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HSBC Holdings
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Bank of Montreal
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SC
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PCIG
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SAG
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Bosun Asset Management's REET Position: Q3 2023 in Review

Bosun Asset Management sold out of iShares Global REIT ETF (REET) in Q3 2023, closing a stake of 6,934 shares — an estimated $159K sold.

Bosun Asset Management first reported a position in REET in Q4 2021 and held it in 3 quarters. The position peaked at $212K in Q4 2021. 248 funds tracked by Wall St. Rank hold REET as of Q3 2023.

  • Bosun Asset Management reported no remaining iShares Global REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Bosun Asset Management sold 6,934 iShares Global REIT ETF shares in Q3 2023, an estimated $159K.
  • Bosun Asset Management first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 3 quarters.
  • Bosun Asset Management's iShares Global REIT ETF position peaked at $212K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2023.

Based on Bosun Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.