Delap Wealth Advisory’s iShares Global REIT ETF REET Stock Holding History

Delap Wealth Advisory’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	–	Sell	-11,112	Closed	-$269K	–	268
2023 Q4	$269K	Buy	+11,112	New	+$243K	0.12%	74
2023 Q3	–	Sell	-9,567	Closed	-$220K	–	56
2023 Q2	$220K	Hold	9,567	–	–	0.22%	43
2023 Q1	$219K	Hold	9,567	–	–	0.22%	49
2022 Q4	$217K	Buy	+9,567	New	+$213K	0.23%	62

Other funds holding REET

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

Delap Wealth Advisory's REET Position: Q1 2024 in Review

Delap Wealth Advisory sold out of iShares Global REIT ETF (REET) in Q1 2024, closing a stake of 11,112 shares — an estimated $269K sold.

Delap Wealth Advisory first reported a position in REET in Q4 2022 and held it in 4 quarters. The position peaked at $269K in Q4 2023. 266 funds tracked by Wall St. Rank hold REET as of Q1 2024.

Delap Wealth Advisory reported no remaining iShares Global REIT ETF position as of Q1 2024 after selling out during the quarter.
Delap Wealth Advisory sold 11,112 iShares Global REIT ETF shares in Q1 2024, an estimated $269K.
Delap Wealth Advisory first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 4 quarters.
Delap Wealth Advisory's iShares Global REIT ETF position peaked at $269K in Q4 2023.
266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2024.

Based on Delap Wealth Advisory's 13F filing for Q1 2024, filed 14 May 2024.