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Credential Qtrade Securities’s iShares Global REIT ETF REET Stock Holding History

Credential Qtrade 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
2024
Q1 		$262K Buy
11,053
+1,552
+16% +$36.3K 0.01% 229
2023
Q4 		$230K Buy
9,501
+1,400
+17% +$30.6K 0.01% 216
2023
Q3 		$171K Sell
8,101
-108
-1% -$2.47K 0.01% 223
2023
Q2 		$189K Buy
8,209
+1,656
+25% +$37.7K 0.01% 225
2023
Q1 		$150K Buy
6,553
+584
+10% +$13.8K 0.01% 239
2022
Q4 		$135K Buy
5,969
+449
+8% +$10K 0.01% 248
2022
Q3 		$117K Buy
5,520
+478
+9% +$11.8K 0.01% 240
2022
Q2 		$122K Buy
5,042
+375
+8% +$9.98K 0.01% 245
2022
Q1 		$136K Sell
4,667
-593
-11% -$16.9K 0.01% 257
2021
Q4 		$161K Sell
5,260
-244
-4% -$7.13K 0.01% 262
2021
Q3 		$151K Sell
5,504
-58
-1% -$1.66K 0.01% 250
2021
Q2 		$154K Buy
5,562
+816
+17% +$22.3K 0.01% 250
2021
Q1 		$121K Buy
4,746
+1,100
+30% +$27.2K 0.01% 246
2020
Q4 		$87.3K Buy
3,646
+621
+21% +$14K 0.01% 229
2020
Q3 		$63.6K Buy
3,025
+212
+8% +$4.53K 0.01% 228
2020
Q2 		$58.8K Sell
2,813
-252
-8% -$5.09K 0.01% 217
2020
Q1 		$58.4K Buy
3,065
+420
+16% +$10.7K 0.01% 204
2019
Q4 		$73.1K Buy
2,645
+249
+10% +$6.99K 0.01% 213
2019
Q3 		$67.2K Buy
2,396
+20
+0.8% +$548 0.01% 197
2019
Q2 		$63.4K Buy
2,376
+430
+22% +$11.5K 0.01% 204
2019
Q1 		$52K Buy
1,946
+1,006
+107% +$25.9K 0.01% 214
2018
Q4 		$22.1K Sell
940
-78
-8% -$1.92K ﹤0.01% 238
2018
Q3 		$25.6K Buy
+1,018
New +$26.4K 0.01% 260

Other funds holding REET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 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

Credential Qtrade Securities's REET Position: Q1 2024 in Review

Credential Qtrade Securities increased its iShares Global REIT ETF (REET) stake by 16% in Q1 2024, buying an estimated $36.3K and bringing the position to 11,053 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #229.

Credential Qtrade Securities first reported a position in REET in Q3 2018 and has held it in 23 quarters since. 266 funds tracked by Wall St. Rank hold REET as of Q1 2024.

  • Credential Qtrade Securities held 11,053 shares of iShares Global REIT ETF worth $262K as of Q1 2024.
  • Credential Qtrade Securities bought 1,552 iShares Global REIT ETF shares in Q1 2024, an estimated $36.3K.
  • iShares Global REIT ETF made up 0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #229 holding.
  • Credential Qtrade Securities first reported a position in iShares Global REIT ETF in Q3 2018 and has held it in 23 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.