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Brio Consultants’s iShares Global REIT ETF REET Stock Holding History

Brio Consultants’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 		– Sell
-12,883
Closed -$376K – 88
2022
Q1 		$376K Sell
12,883
-1,709
-12% -$48.8K 0.08% 60
2021
Q4 		$447K Buy
14,592
+995
+7% +$29.1K 0.11% 52
2021
Q3 		$373K Buy
13,597
+45
+0.3% +$1.29K 0.09% 61
2021
Q2 		$376K Sell
13,552
-1,148
-8% -$31.4K 0.1% 58
2021
Q1 		$375K Buy
14,700
+1,324
+10% +$32.7K 0.11% 54
2020
Q4 		$320K Buy
13,376
+1,648
+14% +$37.1K 0.1% 54
2020
Q3 		$247K Buy
11,728
+109
+0.9% +$2.33K 0.07% 65
2020
Q2 		$243K Sell
11,619
-6,416
-36% -$130K 0.08% 59
2020
Q1 		$345K Sell
18,035
-995
-5% -$25.4K 0.14% 49
2019
Q4 		$526K Buy
19,030
+1,071
+6% +$30.1K 0.18% 46
2019
Q3 		$504K Buy
17,959
+1,210
+7% +$33.1K 0.19% 45
2019
Q2 		$447K Buy
16,749
+1,841
+12% +$49.2K 0.18% 44
2019
Q1 		$398K Sell
14,908
-2,548
-15% -$65.6K 0.18% 45
2018
Q4 		$409K Buy
+17,456
New +$430K 0.21% 44

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M&T Bank
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SC
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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

Brio Consultants's REET Position: Q2 2022 in Review

Brio Consultants sold out of iShares Global REIT ETF (REET) in Q2 2022, closing a stake of 12,883 shares — an estimated $376K sold.

Brio Consultants first reported a position in REET in Q4 2018 and held it in 14 quarters. The position peaked at $526K in Q4 2019. 249 funds tracked by Wall St. Rank hold REET as of Q2 2022.

  • Brio Consultants reported no remaining iShares Global REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Brio Consultants sold 12,883 iShares Global REIT ETF shares in Q2 2022, an estimated $376K.
  • Brio Consultants first reported a position in iShares Global REIT ETF in Q4 2018 and held it in 14 quarters.
  • Brio Consultants's iShares Global REIT ETF position peaked at $526K in Q4 2019.
  • 249 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2022.

Based on Brio Consultants's 13F filing for Q2 2022, filed 14 Jul 2022.