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Cedar Brook Financial Partners’s iShares Global REIT ETF REET Stock Holding History

Cedar Brook Financial 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
Q2 		– Sell
-9,356
Closed -$222K – 311
2024
Q1 		$222K Buy
9,356
+53
+0.6% +$1.24K 0.04% 396
2023
Q4 		$222K Sell
9,303
-267
-3% -$5.84K 0.05% 361
2023
Q3 		$203K Hold
9,570
– – 0.05% 353
2023
Q2 		$220K Buy
9,570
+314
+3% +$7.16K 0.05% 355
2023
Q1 		$212K Buy
9,256
+261
+3% +$6.16K 0.05% 354
2022
Q4 		$204K Buy
+8,995
New +$201K 0.06% 348
2022
Q3 		– Sell
-8,863
Closed -$214K – 365
2022
Q2 		$214K Sell
8,863
-438
-5% -$11.7K 0.07% 310
2022
Q1 		$272K Buy
9,301
+115
+1% +$3.29K 0.07% 303
2021
Q4 		$281K Buy
9,186
+603
+7% +$17.6K 0.07% 297
2021
Q3 		$235K Hold
8,583
– – 0.07% 298
2021
Q2 		$238K Buy
8,583
+141
+2% +$3.85K 0.07% 318
2021
Q1 		$215K Hold
8,442
– – 0.07% 297
2020
Q4 		$202K Buy
+8,442
New +$190K 0.07% 304

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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

Cedar Brook Financial Partners's REET Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares Global REIT ETF (REET) in Q2 2024, closing a stake of 9,356 shares — an estimated $222K sold.

Cedar Brook Financial Partners first reported a position in REET in Q4 2020 and held it in 13 quarters. The position peaked at $281K in Q4 2021. 267 funds tracked by Wall St. Rank hold REET as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Global REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 9,356 iShares Global REIT ETF shares in Q2 2024, an estimated $222K.
  • Cedar Brook Financial Partners first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 13 quarters.
  • Cedar Brook Financial Partners's iShares Global REIT ETF position peaked at $281K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.