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Cetera Advisor Networks’s iShares Global REIT ETF REET Stock Holding History

Cetera Advisor Networks’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
Q1 		$6.94M Buy
292,867
+88,665
+43% +$2.07M 0.03% 495
2023
Q4 		$4.94M Sell
204,202
-247,725
-55% -$5.42M 0.03% 581
2023
Q3 		$9.57M Buy
451,927
+184,237
+69% +$4.22M 0.06% 324
2023
Q2 		$6.15M Sell
267,690
-257,412
-49% -$5.87M 0.04% 417
2023
Q1 		$12M Sell
525,102
-23,829
-4% -$562K 0.09% 249
2022
Q4 		$12.5M Buy
548,931
+537,927
+4,888% +$12M 0.1% 229
2022
Q3 		$234K Buy
11,004
+2,013
+22% +$49.6K ﹤0.01% 1758
2022
Q2 		$217K Buy
+8,991
New +$239K ﹤0.01% 1803
2021
Q3 		– Sell
-7,293
Closed -$202K – 2027
2021
Q2 		$202K Buy
+7,293
New +$199K ﹤0.01% 1761
2020
Q3 		– Sell
-8,222
Closed -$172K – 2619
2020
Q2 		$172K Sell
8,222
-3,810
-32% -$77K ﹤0.01% 1203
2020
Q1 		$230K Sell
12,032
-3,873
-24% -$98.8K 0.01% 929
2019
Q4 		$440K Buy
15,905
+935
+6% +$26.2K 0.01% 790
2019
Q3 		$418K Sell
14,970
-410
-3% -$11.2K 0.01% 770
2019
Q2 		$408K Buy
15,380
+684
+5% +$18.3K 0.01% 763
2019
Q1 		$390K Buy
14,696
+1,119
+8% +$28.8K 0.01% 759
2018
Q4 		$319K Buy
13,577
+4,669
+52% +$115K 0.01% 735
2018
Q3 		$224K Buy
+8,908
New +$231K 0.01% 992
2018
Q1 		– Sell
-8,196
Closed -$213K – 962
2017
Q4 		$213K Sell
8,196
-751
-8% -$19.4K 0.01% 892
2017
Q3 		$229K Buy
8,947
+149
+2% +$3.83K 0.01% 782
2017
Q2 		$222K Buy
8,798
+671
+8% +$17.2K 0.01% 803
2017
Q1 		$204K Buy
+8,127
New +$206K 0.01% 841

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Cetera Advisor Networks's REET Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares Global REIT ETF (REET) stake by 43% in Q1 2024, buying an estimated $2.07M and bringing the position to 292,867 shares worth $6.94M. The position accounts for 0.03% of the portfolio, ranked #495.

Cetera Advisor Networks first reported a position in REET in Q1 2017 and has held it in 21 quarters since. The position peaked at $12.5M in Q4 2022. 266 funds tracked by Wall St. Rank hold REET as of Q1 2024.

  • Cetera Advisor Networks held 292,867 shares of iShares Global REIT ETF worth $6.94M as of Q1 2024.
  • Cetera Advisor Networks bought 88,665 iShares Global REIT ETF shares in Q1 2024, an estimated $2.07M.
  • iShares Global REIT ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #495 holding.
  • Cetera Advisor Networks first reported a position in iShares Global REIT ETF in Q1 2017 and has held it in 21 quarters since.
  • Cetera Advisor Networks's iShares Global REIT ETF position peaked at $12.5M in Q4 2022.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.