Capstone Financial Advisors’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.4M | Buy |
850,332
+1,839
| +0.2% | +$47.8K | 1.15% | 16 |
|
|
2025
Q4 | $21.2M | Buy |
848,493
+4,132
| +0.5% | +$104K | 1.13% | 16 |
|
|
2025
Q3 | $21.6M | Buy |
844,361
+3,032
| +0.4% | +$76.1K | 1.17% | 16 |
|
|
2025
Q2 | $20.8M | Buy |
841,329
+3,385
| +0.4% | +$82K | 1.21% | 16 |
|
|
2025
Q1 | $20.3M | Buy |
837,944
+389
| +0% | +$9.47K | 1.28% | 15 |
|
|
2024
Q4 | $20.1M | Sell |
837,555
-10,425
| -1% | -$266K | 1.24% | 16 |
|
|
2024
Q3 | $22.6M | Buy |
847,980
+17,751
| +2% | +$449K | 1.39% | 15 |
|
|
2024
Q2 | $19.3M | Sell |
830,229
-62,944
| -7% | -$1.44M | 1.27% | 16 |
|
|
2024
Q1 | $21.2M | Sell |
893,173
-20,170
| -2% | -$472K | 1.42% | 15 |
|
|
2023
Q4 | $22.1M | Sell |
913,343
-367,684
| -29% | -$8.04M | 1.58% | 15 |
|
|
2023
Q3 | $27.1M | Sell |
1,281,027
-34,756
| -3% | -$796K | 2.14% | 15 |
|
|
2023
Q2 | $30.2M | Sell |
1,315,783
-63,651
| -5% | -$1.45M | 2.27% | 13 |
|
|
2023
Q1 | $31.6M | Sell |
1,379,434
-4,167
| -0.3% | -$98.3K | 2.5% | 12 |
|
|
2022
Q4 | $31.4M | Buy |
1,383,601
+297,814
| +27% | +$6.64M | 2.66% | 11 |
|
|
2022
Q3 | $23.1M | Sell |
1,085,787
-9,490
| -0.9% | -$234K | 2.13% | 15 |
|
|
2022
Q2 | $26.5M | Buy |
1,095,277
+175,399
| +19% | +$4.67M | 2.25% | 14 |
|
|
2022
Q1 | $26.9M | Sell |
919,878
-7,671
| -0.8% | -$219K | 1.95% | 15 |
|
|
2021
Q4 | $28.4M | Buy |
927,549
+33,656
| +4% | +$984K | 2.05% | 16 |
|
|
2021
Q3 | $24.5M | Sell |
893,893
-18,454
| -2% | -$529K | 1.92% | 15 |
|
|
2021
Q2 | $25.3M | Buy |
912,347
+5,537
| +0.6% | +$151K | 2% | 13 |
|
|
2021
Q1 | $23.1M | Sell |
906,810
-8,145
| -0.9% | -$201K | 2.05% | 12 |
|
|
2020
Q4 | $21.9M | Buy |
914,955
+21,800
| +2% | +$491K | 2.08% | 13 |
|
|
2020
Q3 | $18.8M | Buy |
893,155
+438
| +0% | +$9.37K | 1.99% | 14 |
|
|
2020
Q2 | $18.6M | Sell |
892,717
-280,523
| -24% | -$5.67M | 2.13% | 13 |
|
|
2020
Q1 | $22.5M | Buy |
1,173,240
+954,114
| +435% | +$24.3M | 2.93% | 13 |
|
|
2019
Q4 | $6.05M | Buy |
219,126
+10,174
| +5% | +$285K | 0.85% | 14 |
|
|
2019
Q3 | $5.87M | Hold |
208,952
| – | – | 0.9% | 14 |
|
|
2019
Q2 | $5.57M | Sell |
208,952
-7,489
| -3% | -$200K | 0.9% | 14 |
|
|
2019
Q1 | $5.78M | Sell |
216,441
-51,525
| -19% | -$1.33M | 0.99% | 13 |
|
|
2018
Q4 | $6.28M | Buy |
+267,966
| New | +$6.6M | 1.26% | 15 |
|
Other funds holding REET
VA
PL
SC