CPWMP
REET icon

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

Cardinal Point Wealth Management Partners’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
Q1 		$840K Buy
36,625
+750
+2% +$17.7K 0.26% 35
2022
Q4 		$815K Buy
35,875
+20,270
+130% +$452K 0.28% 31
2022
Q3 		$326K Sell
15,605
-4,920
-24% -$121K 0.16% 39
2022
Q2 		$496K Sell
20,525
-2,000
-9% -$53.2K 0.24% 34
2022
Q1 		$658K Buy
22,525
+4,646
+26% +$133K 0.29% 29
2021
Q4 		$547K Buy
+17,879
New +$523K 0.24% 27

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Cardinal Point Wealth Management Partners's REET Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its iShares Global REIT ETF (REET) stake by 2.1% in Q1 2023, buying an estimated $17.7K and bringing the position to 36,625 shares worth $840K. The position accounts for 0.26% of the portfolio, ranked #35.

Cardinal Point Wealth Management Partners first reported a position in REET in Q4 2021 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold REET as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 36,625 shares of iShares Global REIT ETF worth $840K as of Q1 2023.
  • Cardinal Point Wealth Management Partners bought 750 iShares Global REIT ETF shares in Q1 2023, an estimated $17.7K.
  • iShares Global REIT ETF made up 0.26% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #35 holding.
  • Cardinal Point Wealth Management Partners first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 6 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.