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 |
|