Corient Private Wealth’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 | $8.96M | Sell |
362,651
-33,575
| -8% | -$829K | 0.01% | 592 |
|
|
2025
Q1 | $9.61M | Sell |
396,226
-41,248
| -9% | -$1M | 0.02% | 528 |
|
|
2024
Q4 | $10.5M | Sell |
437,474
-6,043
| -1% | -$145K | 0.02% | 505 |
|
|
2024
Q3 | $11.8M | Buy |
443,517
+2,574
| +0.6% | +$68.7K | 0.02% | 503 |
|
|
2024
Q2 | $10.3M | Buy |
440,943
+17,563
| +4% | +$408K | 0.02% | 523 |
|
|
2024
Q1 | $10M | Sell |
423,380
-930
| -0.2% | -$22K | 0.02% | 521 |
|
|
2023
Q4 | $10.3M | Buy |
424,310
+253,597
| +149% | +$6.13M | 0.02% | 513 |
|
|
2023
Q3 | $3.61M | Sell |
170,713
-6,806
| -4% | -$144K | 0.01% | 720 |
|
|
2023
Q2 | $4.08M | Sell |
177,519
-84,359
| -32% | -$1.94M | 0.01% | 686 |
|
|
2023
Q1 | $6M | Buy |
261,878
+75,262
| +40% | +$1.73M | 0.02% | 546 |
|
|
2022
Q4 | $4.24M | Buy |
+186,616
| New | +$4.24M | 0.02% | 537 |
|