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Cardinal Point Capital Management’s iShares Global REIT ETF REET Stock Holding History

Cardinal Point Capital 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
Q2 		– Sell
-9,525
Closed -$226K – 77
2024
Q1 		$226K Sell
9,525
-9,830
-51% -$230K 0.04% 69
2023
Q4 		$468K Sell
19,355
-17,665
-48% -$386K 0.11% 45
2023
Q3 		$794K Buy
37,020
+870
+2% +$19.9K 0.21% 29
2023
Q2 		$830K Sell
36,150
-475
-1% -$10.8K 0.25% 29
2023
Q1 		$840K Buy
36,625
+750
+2% +$17.7K 0.26% 35
2022
Q4 		$815K Buy
+35,875
New +$800K 0.28% 31

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HSBC Holdings
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M&T Bank
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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

Cardinal Point Capital Management's REET Position: Q2 2024 in Review

Cardinal Point Capital Management sold out of iShares Global REIT ETF (REET) in Q2 2024, closing a stake of 9,525 shares — an estimated $226K sold.

Cardinal Point Capital Management first reported a position in REET in Q4 2022 and held it in 6 quarters. The position peaked at $840K in Q1 2023. 267 funds tracked by Wall St. Rank hold REET as of Q2 2024.

  • Cardinal Point Capital Management reported no remaining iShares Global REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Cardinal Point Capital Management sold 9,525 iShares Global REIT ETF shares in Q2 2024, an estimated $226K.
  • Cardinal Point Capital Management first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 6 quarters.
  • Cardinal Point Capital Management's iShares Global REIT ETF position peaked at $840K in Q1 2023.
  • 267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2024.

Based on Cardinal Point Capital Management's 13F filing for Q2 2024, filed 12 Jul 2024.