Chicago Partners Investment Group’s iShares Global REIT ETF REET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$592K Buy
23,443
+142
+0.6% +$3.59K 0.02% 534
2025
Q1
$569K Buy
23,301
+99
+0.4% +$2.42K 0.02% 484
2024
Q4
$550K Buy
23,202
+322
+1% +$7.64K 0.02% 475
2024
Q3
$599K Buy
22,880
+175
+0.8% +$4.58K 0.02% 445
2024
Q2
$559K Sell
22,705
-29
-0.1% -$715 0.02% 433
2024
Q1
$509K Buy
22,734
+62
+0.3% +$1.39K 0.02% 441
2023
Q4
$526K Buy
22,672
+46
+0.2% +$1.07K 0.02% 415
2023
Q3
$455K Buy
22,626
+215
+1% +$4.33K 0.02% 429
2023
Q2
$525K Buy
22,411
+103
+0.5% +$2.41K 0.03% 407
2023
Q1
$512K Buy
22,308
+776
+4% +$17.8K 0.03% 376
2022
Q4
$535K Sell
21,532
-1,091
-5% -$27.1K 0.03% 359
2022
Q3
$496K Sell
22,623
-763
-3% -$16.7K 0.04% 338
2022
Q2
$613K Sell
23,386
-2,421
-9% -$63.5K 0.04% 296
2022
Q1
$658K Buy
25,807
+915
+4% +$23.3K 0.05% 262
2021
Q4
$689K Buy
24,892
+364
+1% +$10.1K 0.05% 287
2021
Q3
$723K Sell
24,528
-1
-0% -$29 0.05% 282
2021
Q2
$705K Buy
24,529
+899
+4% +$25.8K 0.05% 266
2021
Q1
$638K Buy
23,630
+952
+4% +$25.7K 0.05% 266
2020
Q4
$545K Sell
22,678
-2,534
-10% -$60.9K 0.05% 260
2020
Q3
$537K Sell
25,212
-20,062
-44% -$427K 0.06% 224
2020
Q2
$948K Buy
45,274
+136
+0.3% +$2.85K 0.12% 138
2020
Q1
$909K Sell
45,138
-2,124
-4% -$42.8K 0.14% 120
2019
Q4
$1.32M Buy
47,262
+27,153
+135% +$760K 0.16% 99
2019
Q3
$580K Buy
20,109
+759
+4% +$21.9K 0.08% 186
2019
Q2
$519K Buy
19,350
+51
+0.3% +$1.37K 0.07% 184
2019
Q1
$507K Sell
19,299
-7,604
-28% -$200K 0.08% 182
2018
Q4
$658K Buy
26,903
+19,695
+273% +$482K 0.1% 161
2018
Q3
$176K Buy
7,208
+103
+1% +$2.52K 0.03% 324
2018
Q2
$182K Buy
7,105
+62
+0.9% +$1.59K 0.03% 294
2018
Q1
$173K Buy
7,043
+56
+0.8% +$1.38K 0.03% 271
2017
Q4
$182K Buy
6,987
+49
+0.7% +$1.28K 0.03% 269
2017
Q3
$178K Buy
+6,938
New +$178K 0.03% 265
2017
Q2
Sell
-6,938
Closed -$176K 760
2017
Q1
$176K Buy
+6,938
New +$176K 0.05% 203