Cooper/Haims Advisors’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 | $12.8M | Buy |
517,646
+18,455
| +4% | +$456K | 6.3% | 5 |
|
|
2025
Q1 | $12.1M | Buy |
499,191
+20,053
| +4% | +$486K | 6.57% | 4 |
|
|
2024
Q4 | $11.5M | Buy |
479,138
+9,526
| +2% | +$228K | 6.51% | 5 |
|
|
2024
Q3 | $12.5M | Buy |
469,612
+7,631
| +2% | +$204K | 6.89% | 4 |
|
|
2024
Q2 | $10.7M | Buy |
461,981
+20,735
| +5% | +$482K | 6.02% | 4 |
|
|
2024
Q1 | $10.4M | Buy |
441,246
+44,901
| +11% | +$1.06M | 6.07% | 5 |
|
|
2023
Q4 | $9.58M | Sell |
396,345
-43,976
| -10% | -$1.06M | 5.43% | 8 |
|
|
2023
Q3 | $9.32M | Buy |
440,321
+20,423
| +5% | +$432K | 7.25% | 4 |
|
|
2023
Q2 | $9.65M | Buy |
419,898
+39,148
| +10% | +$899K | 7.4% | 4 |
|
|
2023
Q1 | $8.73M | Sell |
380,750
-48,897
| -11% | -$1.12M | 6.99% | 4 |
|
|
2022
Q4 | $9.76M | Buy |
429,647
+101,013
| +31% | +$2.29M | 6.92% | 5 |
|
|
2022
Q3 | $6.99M | Buy |
328,634
+35,232
| +12% | +$749K | 5.79% | 7 |
|
|
2022
Q2 | $7.09M | Buy |
293,402
+32,873
| +13% | +$795K | 4.65% | 9 |
|
|
2022
Q1 | $7.61M | Buy |
260,529
+91,225
| +54% | +$2.66M | 4.96% | 8 |
|
|
2021
Q4 | $5.18M | Buy |
169,304
+76,589
| +83% | +$2.34M | 3.19% | 9 |
|
|
2021
Q3 | $2.54M | Buy |
+92,715
| New | +$2.54M | 1.53% | 11 |
|