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

Bulltick 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
2024 Q1	–	Sell	-13,000	Closed	-$314K	–	117
2023 Q4	$314K	Hold	13,000	–	–	0.07%	92
2023 Q3	$279K	Hold	13,000	–	–	0.07%	102
2023 Q2	$299K	Hold	13,000	–	–	0.07%	107
2023 Q1	$298K	Hold	13,000	–	–	0.08%	111
2022 Q4	$295K	Hold	13,000	–	–	0.08%	100
2022 Q3	$277K	Hold	13,000	–	–	0.08%	97
2022 Q2	$314K	Hold	13,000	–	–	0.08%	97
2022 Q1	$380K	Hold	13,000	–	–	0.09%	100
2021 Q4	$398K	Hold	13,000	–	–	0.08%	97
2021 Q3	$356K	Hold	13,000	–	–	0.08%	94
2021 Q2	$360K	Hold	13,000	–	–	0.08%	91
2021 Q1	$331K	Hold	13,000	–	–	0.09%	80
2020 Q4	$311K	Buy	+13,000	New	+$293K	0.09%	72

Other funds holding REET

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Bulltick Wealth Management's REET Position: Q1 2024 in Review

Bulltick Wealth Management sold out of iShares Global REIT ETF (REET) in Q1 2024, closing a stake of 13,000 shares — an estimated $314K sold.

Bulltick Wealth Management first reported a position in REET in Q4 2020 and held it in 13 quarters. The position peaked at $398K in Q4 2021. 266 funds tracked by Wall St. Rank hold REET as of Q1 2024.

Bulltick Wealth Management reported no remaining iShares Global REIT ETF position as of Q1 2024 after selling out during the quarter.
Bulltick Wealth Management sold 13,000 iShares Global REIT ETF shares in Q1 2024, an estimated $314K.
Bulltick Wealth Management first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 13 quarters.
Bulltick Wealth Management's iShares Global REIT ETF position peaked at $398K in Q4 2021.
266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2024.

Based on Bulltick Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.