Cresset Asset Management’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 | $724K | Buy |
29,310
+1,337
| +5% | +$33K | ﹤0.01% | 891 |
|
|
2025
Q1 | $679K | Sell |
27,973
-1,054
| -4% | -$25.6K | ﹤0.01% | 914 |
|
|
2024
Q4 | $696K | Sell |
29,027
-12,088
| -29% | -$290K | ﹤0.01% | 924 |
|
|
2024
Q3 | $1.1M | Buy |
41,115
+25,933
| +171% | +$692K | ﹤0.01% | 1097 |
|
|
2024
Q2 | $353K | Sell |
15,182
-13,715
| -47% | -$319K | ﹤0.01% | 1597 |
|
|
2024
Q1 | $684K | Buy |
28,897
+15,239
| +112% | +$361K | ﹤0.01% | 1162 |
|
|
2023
Q4 | $330K | Sell |
13,658
-4,024
| -23% | -$97.3K | ﹤0.01% | 1415 |
|
|
2023
Q3 | $379K | Buy |
17,682
+6,489
| +58% | +$139K | ﹤0.01% | 1288 |
|
|
2023
Q2 | $257K | Buy |
11,193
+4
| +0% | +$92 | ﹤0.01% | 1465 |
|
|
2023
Q1 | $257K | Buy |
11,189
+682
| +6% | +$15.6K | 0.01% | 682 |
|
|
2022
Q4 | $239K | Hold |
10,507
| – | – | ﹤0.01% | 600 |
|
|
2022
Q3 | $223K | Buy |
10,507
+607
| +6% | +$12.9K | ﹤0.01% | 763 |
|
|
2022
Q2 | $239K | Hold |
9,900
| – | – | ﹤0.01% | 775 |
|
|
2022
Q1 | $289K | Sell |
9,900
-563
| -5% | -$16.4K | ﹤0.01% | 792 |
|
|
2021
Q4 | $320K | Buy |
10,463
+563
| +6% | +$17.2K | ﹤0.01% | 861 |
|
|
2021
Q3 | $271K | Hold |
9,900
| – | – | ﹤0.01% | 901 |
|
|
2021
Q2 | $274K | Hold |
9,900
| – | – | ﹤0.01% | 820 |
|
|
2021
Q1 | $252K | Hold |
9,900
| – | – | ﹤0.01% | 757 |
|
|
2020
Q4 | $237K | Hold |
9,900
| – | – | ﹤0.01% | 639 |
|
|
2020
Q3 | $208K | Buy |
+9,900
| New | +$208K | ﹤0.01% | 632 |
|