Concourse Financial Group Securities’s iShares Global REIT ETF REET Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-262	Closed	-$7.48K	–	2398
2021 Q4	$8K	Buy	262 +42	+19%	+$1.23K	﹤0.01%	1930
2021 Q3	$6K	Buy	+220	New	+$6.31K	﹤0.01%	2040
2021 Q1	–	Sell	-291	Closed	-$7.19K	–	2398
2020 Q4	$7K	Sell	291 -518	-64%	-$11.7K	﹤0.01%	1803
2020 Q3	$17K	Sell	809 -1,322	-62%	-$28.3K	﹤0.01%	1416
2020 Q2	$44K	Buy	2,131 +1,855	+672%	+$37.5K	﹤0.01%	1037
2020 Q1	$5K	Buy	276 +69	+33%	+$1.76K	﹤0.01%	1672
2019 Q4	$6K	Hold	207	–	–	﹤0.01%	1585
2019 Q3	$6K	Buy	+207	New	+$5.67K	﹤0.01%	1282

Other funds holding REET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Concourse Financial Group Securities's REET Position: Q1 2022 in Review

Concourse Financial Group Securities sold out of iShares Global REIT ETF (REET) in Q1 2022, closing a stake of 262 shares — an estimated $7.48K sold.

Concourse Financial Group Securities first reported a position in REET in Q3 2019 and held it in 8 quarters. The position peaked at $44K in Q2 2020. 267 funds tracked by Wall St. Rank hold REET as of Q1 2022.

Concourse Financial Group Securities reported no remaining iShares Global REIT ETF position as of Q1 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 262 iShares Global REIT ETF shares in Q1 2022, an estimated $7.48K.
Concourse Financial Group Securities first reported a position in iShares Global REIT ETF in Q3 2019 and held it in 8 quarters.
Concourse Financial Group Securities's iShares Global REIT ETF position peaked at $44K in Q2 2020.
267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2022.

Based on Concourse Financial Group Securities's 13F filing for Q1 2022, filed 9 May 2022.