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Clearstead Trust’s iShares Global REIT ETF REET Stock Holding History

Clearstead Trust’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
2023
Q4 		– Sell
-835
Closed -$17.7K – 462
2023
Q3 		$17.7K Buy
+835
New +$19.1K 0.01% 288

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M&T Bank
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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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Clearstead Trust's REET Position: Q4 2023 in Review

Clearstead Trust sold out of iShares Global REIT ETF (REET) in Q4 2023, closing a stake of 835 shares — an estimated $17.7K sold.

Clearstead Trust first reported a position in REET in Q3 2023 and held it in 1 quarter. The position peaked at $17.7K in Q3 2023. 274 funds tracked by Wall St. Rank hold REET as of Q4 2023.

  • Clearstead Trust reported no remaining iShares Global REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Clearstead Trust sold 835 iShares Global REIT ETF shares in Q4 2023, an estimated $17.7K.
  • Clearstead Trust first reported a position in iShares Global REIT ETF in Q3 2023 and held it in 1 quarter.
  • Clearstead Trust's iShares Global REIT ETF position peaked at $17.7K in Q3 2023.
  • 274 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2023.

Based on Clearstead Trust's 13F filing for Q4 2023, filed 6 Feb 2024.