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Bryn Mawr Capital Management’s iShares Global REIT ETF REET Stock Holding History

Bryn Mawr Capital 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
Q4 		– Sell
-19,703
Closed -$417K – 427
2023
Q3 		$417K Buy
+19,703
New +$451K 0.03% 289

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Bryn Mawr Capital Management's REET Position: Q4 2023 in Review

Bryn Mawr Capital Management sold out of iShares Global REIT ETF (REET) in Q4 2023, closing a stake of 19,703 shares — an estimated $417K sold.

Bryn Mawr Capital Management first reported a position in REET in Q3 2023 and held it in 1 quarter. The position peaked at $417K in Q3 2023. 274 funds tracked by Wall St. Rank hold REET as of Q4 2023.

  • Bryn Mawr Capital Management reported no remaining iShares Global REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Bryn Mawr Capital Management sold 19,703 iShares Global REIT ETF shares in Q4 2023, an estimated $417K.
  • Bryn Mawr Capital Management first reported a position in iShares Global REIT ETF in Q3 2023 and held it in 1 quarter.
  • Bryn Mawr Capital Management's iShares Global REIT ETF position peaked at $417K in Q3 2023.
  • 274 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2023.

Based on Bryn Mawr Capital Management's 13F filing for Q4 2023, filed 2 Feb 2024.