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Crestmont Private Wealth’s iShares Global REIT ETF REET Stock Holding History

Crestmont Private Wealth’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
2022
Q2 		– Sell
-4,984
Closed -$146K – 44
2022
Q1 		$146K Sell
4,984
-233
-4% -$6.66K 0.14% 22
2021
Q4 		$160K Buy
+5,217
New +$152K 0.15% 20

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HSBC Holdings
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M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Crestmont Private Wealth's REET Position: Q2 2022 in Review

Crestmont Private Wealth sold out of iShares Global REIT ETF (REET) in Q2 2022, closing a stake of 4,984 shares — an estimated $146K sold.

Crestmont Private Wealth first reported a position in REET in Q4 2021 and held it in 2 quarters. The position peaked at $160K in Q4 2021. 249 funds tracked by Wall St. Rank hold REET as of Q2 2022.

  • Crestmont Private Wealth reported no remaining iShares Global REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Crestmont Private Wealth sold 4,984 iShares Global REIT ETF shares in Q2 2022, an estimated $146K.
  • Crestmont Private Wealth first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 2 quarters.
  • Crestmont Private Wealth's iShares Global REIT ETF position peaked at $160K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2022.

Based on Crestmont Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.