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Cutler Group’s iShares Global REIT ETF REET Stock Holding History

Cutler Group’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
2023
Q4 		– Sell
-400
Closed -$8K – 4206
2023
Q3 		$8K Buy
+400
New +$9.16K ﹤0.01% 2614
2023
Q1 		– Sell
-1,140
Closed -$25K – 4549
2022
Q4 		$25K Buy
1,140
+100
+10% +$2.23K ﹤0.01% 2067
2022
Q3 		$22K Buy
1,040
+782
+303% +$19.3K ﹤0.01% 2550
2022
Q2 		$6K Buy
258
+58
+29% +$1.54K ﹤0.01% 3609
2022
Q1 		$5K Buy
+200
New +$5.71K ﹤0.01% 4161
2021
Q4 		– Sell
-8,810
Closed -$258K – 5924
2021
Q3 		$241K Buy
+8,810
New +$253K 0.01% 1231

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 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

Cutler Group's REET Position: Q4 2023 in Review

Cutler Group sold out of iShares Global REIT ETF (REET) in Q4 2023, closing a stake of 400 shares — an estimated $8K sold.

Cutler Group first reported a position in REET in Q3 2021 and held it in 6 quarters. The position peaked at $241K in Q3 2021. 274 funds tracked by Wall St. Rank hold REET as of Q4 2023.

  • Cutler Group reported no remaining iShares Global REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 400 iShares Global REIT ETF shares in Q4 2023, an estimated $8K.
  • Cutler Group first reported a position in iShares Global REIT ETF in Q3 2021 and held it in 6 quarters.
  • Cutler Group's iShares Global REIT ETF position peaked at $241K in Q3 2021.
  • 274 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.