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Buckingham Strategic Wealth’s iShares Global REIT ETF REET Stock Holding History

Buckingham Strategic Wealth’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 		$861K Buy
37,054
+4,195
+13% +$95.9K 0.01% 355
2024
Q1 		$778K Buy
32,859
+5,156
+19% +$121K 0.01% 379
2023
Q4 		$670K Sell
27,703
-9,271
-25% -$203K 0.01% 388
2023
Q3 		$783K Sell
36,974
-8,566
-19% -$196K 0.01% 332
2023
Q2 		$1.05M Buy
45,540
+7,588
+20% +$173K 0.01% 292
2023
Q1 		$862K Hold
37,952
– – 0.02% 288
2022
Q4 		$862K Buy
37,952
+12,857
+51% +$287K 0.02% 289
2022
Q3 		$534K Buy
+25,095
New +$618K 0.01% 354

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
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
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

Buckingham Strategic Wealth's REET Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares Global REIT ETF (REET) stake by 13% in Q2 2024, buying an estimated $95.9K and bringing the position to 37,054 shares worth $861K. The position accounts for 0.01% of the portfolio, ranked #355.

Buckingham Strategic Wealth first reported a position in REET in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.05M in Q2 2023. 267 funds tracked by Wall St. Rank hold REET as of Q2 2024.

  • Buckingham Strategic Wealth held 37,054 shares of iShares Global REIT ETF worth $861K as of Q2 2024.
  • Buckingham Strategic Wealth bought 4,195 iShares Global REIT ETF shares in Q2 2024, an estimated $95.9K.
  • iShares Global REIT ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #355 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Global REIT ETF in Q3 2022 and has held it in 8 quarters since.
  • Buckingham Strategic Wealth's iShares Global REIT ETF position peaked at $1.05M in Q2 2023.
  • 267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.