Callan Family Office’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.45M | Sell |
99,216
-16,726
| -14% | -$413K | 0.08% | 247 |
|
2025
Q1 | $2.81M | Sell |
115,942
-3,090
| -3% | -$75K | 0.21% | 105 |
|
2024
Q4 | $2.85M | Buy |
119,032
+13,604
| +13% | +$326K | 0.18% | 111 |
|
2024
Q3 | $2.81M | Buy |
105,428
+4,656
| +5% | +$124K | 0.47% | 39 |
|
2024
Q2 | $2.34M | Sell |
100,772
-1,538
| -2% | -$35.8K | 0.45% | 36 |
|
2024
Q1 | $2.42M | Buy |
102,310
+20,235
| +25% | +$479K | 0.57% | 30 |
|
2023
Q4 | $1.98M | Buy |
82,075
+4,902
| +6% | +$119K | 0.49% | 32 |
|
2023
Q3 | $1.63M | Sell |
77,173
-715
| -0.9% | -$15.1K | 0.44% | 36 |
|
2023
Q2 | $1.79M | Buy |
77,888
+14,675
| +23% | +$337K | 0.47% | 32 |
|
2023
Q1 | $1.45M | Sell |
63,213
-650
| -1% | -$14.9K | 0.35% | 41 |
|
2022
Q4 | $1.45M | Buy |
+63,863
| New | +$1.45M | 0.47% | 31 |
|