Breakwater Investment Management’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Sell |
4,879
-216
| -4% | -$5.34K | 0.05% | 109 |
|
|
2025
Q1 | $124K | Hold |
5,095
| – | – | 0.05% | 104 |
|
|
2024
Q4 | $122K | Buy |
5,095
+551
| +12% | +$13.2K | 0.05% | 107 |
|
|
2024
Q3 | $121K | Hold |
4,544
| – | – | 0.05% | 106 |
|
|
2024
Q2 | $106K | Buy |
4,544
+3,405
| +299% | +$79.2K | 0.05% | 105 |
|
|
2024
Q1 | $27K | Buy |
+1,139
| New | +$27K | 0.01% | 167 |
|