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Column Capital Advisors’s iShares Global REIT ETF REET Stock Holding History

Column Capital 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
2022
Q4 		– Sell
-15,100
Closed -$321K – 854
2022
Q3 		$321K Buy
+15,100
New +$372K 0.07% 80
2022
Q2 		– Sell
-700
Closed -$20K – 737
2022
Q1 		$20K Hold
700
– – ﹤0.01% 408
2021
Q4 		$21K Buy
+700
New +$20.5K ﹤0.01% 405
2020
Q2 		– Sell
-1
Closed – – 901
2020
Q1 		$0 Hold
1
– – ﹤0.01% 779
2019
Q4 		$0 Buy
+1
New +$28 ﹤0.01% 749

Other funds holding REET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Column Capital Advisors's REET Position: Q4 2022 in Review

Column Capital Advisors sold out of iShares Global REIT ETF (REET) in Q4 2022, closing a stake of 15,100 shares — an estimated $321K sold.

Column Capital Advisors first reported a position in REET in Q4 2019 and held it in 5 quarters. The position peaked at $321K in Q3 2022. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

  • Column Capital Advisors reported no remaining iShares Global REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Column Capital Advisors sold 15,100 iShares Global REIT ETF shares in Q4 2022, an estimated $321K.
  • Column Capital Advisors first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 5 quarters.
  • Column Capital Advisors's iShares Global REIT ETF position peaked at $321K in Q3 2022.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on Column Capital Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.