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Cherry Tree Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Cherry Tree 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
Q2 		– Sell
-146
Closed -$3.46K – 617
2024
Q1 		$3.46K Hold
146
– – ﹤0.01% 466
2023
Q4 		$3.53K Hold
146
– – ﹤0.01% 457
2023
Q3 		$3.09K Hold
146
– – ﹤0.01% 455
2023
Q2 		$3.35K Buy
+146
New +$3.33K ﹤0.01% 450

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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

Cherry Tree Wealth Management's REET Position: Q2 2024 in Review

Cherry Tree Wealth Management sold out of iShares Global REIT ETF (REET) in Q2 2024, closing a stake of 146 shares — an estimated $3.46K sold.

Cherry Tree Wealth Management first reported a position in REET in Q2 2023 and held it in 4 quarters. The position peaked at $3.53K in Q4 2023. 267 funds tracked by Wall St. Rank hold REET as of Q2 2024.

  • Cherry Tree Wealth Management reported no remaining iShares Global REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 146 iShares Global REIT ETF shares in Q2 2024, an estimated $3.46K.
  • Cherry Tree Wealth Management first reported a position in iShares Global REIT ETF in Q2 2023 and held it in 4 quarters.
  • Cherry Tree Wealth Management's iShares Global REIT ETF position peaked at $3.53K in Q4 2023.
  • 267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.