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Connecticut Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Connecticut Wealth Management’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
2024
Q4 		– Sell
-10,446
Closed -$279K – 293
2024
Q3 		$279K Sell
10,446
-100
-0.9% -$2.53K 0.01% 271
2024
Q2 		$245K Sell
10,546
-6,088
-37% -$139K 0.01% 288
2024
Q1 		$394K Sell
16,634
-682
-4% -$16K 0.02% 241
2023
Q4 		$419K Buy
+17,316
New +$379K 0.02% 227

Other funds holding REET

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Connecticut Wealth Management's REET Position: Q4 2024 in Review

Connecticut Wealth Management sold out of iShares Global REIT ETF (REET) in Q4 2024, closing a stake of 10,446 shares — an estimated $279K sold.

Connecticut Wealth Management first reported a position in REET in Q4 2023 and held it in 4 quarters. The position peaked at $419K in Q4 2023. 288 funds tracked by Wall St. Rank hold REET as of Q4 2024.

  • Connecticut Wealth Management reported no remaining iShares Global REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Connecticut Wealth Management sold 10,446 iShares Global REIT ETF shares in Q4 2024, an estimated $279K.
  • Connecticut Wealth Management first reported a position in iShares Global REIT ETF in Q4 2023 and held it in 4 quarters.
  • Connecticut Wealth Management's iShares Global REIT ETF position peaked at $419K in Q4 2023.
  • 288 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2024.

Based on Connecticut Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.