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Cetera Advisors’s iShares Global REIT ETF REET Stock Holding History

Cetera Advisors’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 		$487K Buy
20,573
+2,890
+16% +$67.6K ﹤0.01% 1625
2023
Q4 		$428K Sell
17,683
-1,487
-8% -$32.5K 0.01% 1219
2023
Q3 		$406K Sell
19,170
-292
-2% -$6.68K 0.01% 1171
2023
Q2 		$447K Sell
19,462
-2,097
-10% -$47.8K 0.01% 1120
2023
Q1 		$494K Buy
21,559
+386
+2% +$9.11K 0.01% 1018
2022
Q4 		$481K Buy
21,173
+1,993
+10% +$44.4K 0.01% 994
2022
Q3 		$408K Sell
19,180
-201
-1% -$4.95K 0.01% 872
2022
Q2 		$469K Sell
19,381
-1,092
-5% -$29.1K 0.01% 875
2022
Q1 		$598K Sell
20,473
-3,190
-13% -$91.1K 0.01% 807
2021
Q4 		$724K Sell
23,663
-2,546
-10% -$74.4K 0.01% 730
2021
Q3 		$718K Sell
26,209
-3,264
-11% -$93.6K 0.01% 726
2021
Q2 		$817K Buy
29,473
+860
+3% +$23.5K 0.02% 628
2021
Q1 		$729K Buy
28,613
+3,621
+14% +$89.4K 0.02% 592
2020
Q4 		$598K Sell
24,992
-2,517
-9% -$56.7K 0.02% 569
2020
Q3 		$579K Sell
27,509
-1,377
-5% -$29.4K 0.02% 507
2020
Q2 		$603K Buy
28,886
+3,619
+14% +$73.2K 0.03% 480
2020
Q1 		$484K Buy
25,267
+13,856
+121% +$353K 0.03% 478
2019
Q4 		$318K Sell
11,411
-14,942
-57% -$419K 0.01% 697
2019
Q3 		$741K Buy
26,353
+1,917
+8% +$52.5K 0.03% 434
2019
Q2 		$661K Buy
24,436
+4,662
+24% +$125K 0.03% 474
2019
Q1 		$531K Buy
19,774
+3,065
+18% +$78.9K 0.03% 483
2018
Q4 		$396K Sell
16,709
-2,852
-15% -$70.2K 0.02% 543
2018
Q3 		$501K Buy
19,561
+6,728
+52% +$174K 0.02% 563
2018
Q2 		$329K Buy
12,833
+2,599
+25% +$65.1K 0.02% 634
2018
Q1 		$252K Buy
+10,234
New +$254K 0.02% 661

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 Advisors's REET Position: Q1 2024 in Review

Cetera Advisors increased its iShares Global REIT ETF (REET) stake by 16% in Q1 2024, buying an estimated $67.6K and bringing the position to 20,573 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Cetera Advisors first reported a position in REET in Q1 2018 and has held it in 25 quarters since. The position peaked at $817K in Q2 2021. 266 funds tracked by Wall St. Rank hold REET as of Q1 2024.

  • Cetera Advisors held 20,573 shares of iShares Global REIT ETF worth $487K as of Q1 2024.
  • Cetera Advisors bought 2,890 iShares Global REIT ETF shares in Q1 2024, an estimated $67.6K.
  • iShares Global REIT ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1625 holding.
  • Cetera Advisors first reported a position in iShares Global REIT ETF in Q1 2018 and has held it in 25 quarters since.
  • Cetera Advisors's iShares Global REIT ETF position peaked at $817K in Q2 2021.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2024.

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