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Cambridge Trust’s iShares Global REIT ETF REET Stock Holding History

Cambridge Trust’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
-759
Closed -$16.1K – 732
2023
Q3 		$16.1K Buy
759
+259
+52% +$5.93K ﹤0.01% 524
2023
Q2 		$11.5K Hold
500
– – ﹤0.01% 587
2023
Q1 		$11.5K Buy
+500
New +$11.8K ﹤0.01% 617
2022
Q4 		– Sell
-150
Closed -$3K – 868
2022
Q3 		$3K Buy
+150
New +$3.7K ﹤0.01% 760

Other funds holding REET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Cambridge Trust's REET Position: Q4 2023 in Review

Cambridge Trust sold out of iShares Global REIT ETF (REET) in Q4 2023, closing a stake of 759 shares — an estimated $16.1K sold.

Cambridge Trust first reported a position in REET in Q3 2022 and held it in 4 quarters. The position peaked at $16.1K in Q3 2023. 274 funds tracked by Wall St. Rank hold REET as of Q4 2023.

  • Cambridge Trust reported no remaining iShares Global REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Cambridge Trust sold 759 iShares Global REIT ETF shares in Q4 2023, an estimated $16.1K.
  • Cambridge Trust first reported a position in iShares Global REIT ETF in Q3 2022 and held it in 4 quarters.
  • Cambridge Trust's iShares Global REIT ETF position peaked at $16.1K in Q3 2023.
  • 274 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2023.

Based on Cambridge Trust's 13F filing for Q4 2023, filed 31 Jan 2024.