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Cassady Schiller Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Cassady Schiller Wealth 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
Q3 		– Sell
-2,160
Closed -$50.2K – 480
2024
Q2 		$50.2K Sell
2,160
-1,970
-48% -$45K 0.02% 196
2024
Q1 		$97.8K Hold
4,130
– – 0.04% 157
2023
Q4 		$99.9K Hold
4,130
– – 0.05% 151
2023
Q3 		$112K Buy
4,130
+50
+1% +$1.15K 0.06% 138
2023
Q2 		$119K Sell
4,080
-3,350
-45% -$76.3K 0.06% 135
2023
Q1 		$169K Buy
+7,430
New +$175K 0.08% 112

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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

Cassady Schiller Wealth Management's REET Position: Q3 2024 in Review

Cassady Schiller Wealth Management sold out of iShares Global REIT ETF (REET) in Q3 2024, closing a stake of 2,160 shares — an estimated $50.2K sold.

Cassady Schiller Wealth Management first reported a position in REET in Q1 2023 and held it in 6 quarters. The position peaked at $169K in Q1 2023. 271 funds tracked by Wall St. Rank hold REET as of Q3 2024.

  • Cassady Schiller Wealth Management reported no remaining iShares Global REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 2,160 iShares Global REIT ETF shares in Q3 2024, an estimated $50.2K.
  • Cassady Schiller Wealth Management first reported a position in iShares Global REIT ETF in Q1 2023 and held it in 6 quarters.
  • Cassady Schiller Wealth Management's iShares Global REIT ETF position peaked at $169K in Q1 2023.
  • 271 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.