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Castleview Partners’s iShares Global REIT ETF REET Stock Holding History

Castleview 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
2024
Q3 		– Sell
-315
Closed -$7.32K – 831
2024
Q2 		$7.32K Buy
+315
New +$7.2K ﹤0.01% 569

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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

Castleview Partners's REET Position: Q3 2024 in Review

Castleview Partners sold out of iShares Global REIT ETF (REET) in Q3 2024, closing a stake of 315 shares — an estimated $7.32K sold.

Castleview Partners first reported a position in REET in Q2 2024 and held it in 1 quarter. The position peaked at $7.32K in Q2 2024. 271 funds tracked by Wall St. Rank hold REET as of Q3 2024.

  • Castleview Partners reported no remaining iShares Global REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 315 iShares Global REIT ETF shares in Q3 2024, an estimated $7.32K.
  • Castleview Partners first reported a position in iShares Global REIT ETF in Q2 2024 and held it in 1 quarter.
  • Castleview Partners's iShares Global REIT ETF position peaked at $7.32K in Q2 2024.
  • 271 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.