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Brewin Dolphin Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Brewin Dolphin Wealth 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
2022
Q2 		$196K Hold
8,100
– – 0.02% 123
2022
Q1 		$237K Buy
8,100
+1,000
+14% +$28.6K 0.03% 120
2021
Q4 		$217K Buy
7,100
+1,000
+16% +$29.2K 0.02% 129
2021
Q3 		$167K Buy
6,100
+500
+9% +$14.3K 0.02% 138
2021
Q2 		$155K Buy
+5,600
New +$153K 0.02% 137

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BlackRock
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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 $29.2B AUM 22.81% 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

Brewin Dolphin Wealth Management's REET Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its iShares Global REIT ETF (REET) position steady in Q2 2022 at 8,100 shares worth $196K. The position accounts for 0.02% of the portfolio, ranked #123.

Brewin Dolphin Wealth Management first reported a position in REET in Q2 2021 and has held it in 5 quarters since. The position peaked at $237K in Q1 2022. 249 funds tracked by Wall St. Rank hold REET as of Q2 2022.

  • Brewin Dolphin Wealth Management held 8,100 shares of iShares Global REIT ETF worth $196K as of Q2 2022.
  • Brewin Dolphin Wealth Management left its iShares Global REIT ETF share count unchanged in Q2 2022.
  • iShares Global REIT ETF made up 0.02% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #123 holding.
  • Brewin Dolphin Wealth Management first reported a position in iShares Global REIT ETF in Q2 2021 and has held it in 5 quarters since.
  • Brewin Dolphin Wealth Management's iShares Global REIT ETF position peaked at $237K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.