DDFG Inc’s iShares Global REIT ETF REET Stock Holding History

DDFG Inc’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 Q1	–	Sell	-11,169	Closed	-$254K	–	74
2022 Q4	$254K	Buy	+11,169	New	+$249K	0.1%	59

Other funds holding REET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

DDFG Inc's REET Position: Q1 2023 in Review

DDFG Inc sold out of iShares Global REIT ETF (REET) in Q1 2023, closing a stake of 11,169 shares — an estimated $254K sold.

DDFG Inc first reported a position in REET in Q4 2022 and held it in 1 quarter. The position peaked at $254K in Q4 2022. 250 funds tracked by Wall St. Rank hold REET as of Q1 2023.

DDFG Inc reported no remaining iShares Global REIT ETF position as of Q1 2023 after selling out during the quarter.
DDFG Inc sold 11,169 iShares Global REIT ETF shares in Q1 2023, an estimated $254K.
DDFG Inc first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 1 quarter.
DDFG Inc's iShares Global REIT ETF position peaked at $254K in Q4 2022.
250 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2023.

Based on DDFG Inc's 13F filing for Q1 2023, filed 5 May 2023.