Brown Advisory’s iShares Global REIT ETF REET Stock Holding History

Brown Advisory’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
2024 Q2	–	Sell	-8,766	Closed	-$208K	–	1276
2024 Q1	$208K	Buy	+8,766	New	+$205K	﹤0.01%	1180

Other funds holding REET

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

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

Brown Advisory's REET Position: Q2 2024 in Review

Brown Advisory sold out of iShares Global REIT ETF (REET) in Q2 2024, closing a stake of 8,766 shares — an estimated $208K sold.

Brown Advisory first reported a position in REET in Q1 2024 and held it in 1 quarter. The position peaked at $208K in Q1 2024. 267 funds tracked by Wall St. Rank hold REET as of Q2 2024.

Brown Advisory reported no remaining iShares Global REIT ETF position as of Q2 2024 after selling out during the quarter.
Brown Advisory sold 8,766 iShares Global REIT ETF shares in Q2 2024, an estimated $208K.
Brown Advisory first reported a position in iShares Global REIT ETF in Q1 2024 and held it in 1 quarter.
Brown Advisory's iShares Global REIT ETF position peaked at $208K in Q1 2024.
267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2024.

Based on Brown Advisory's 13F filing for Q2 2024, filed 14 Aug 2024.