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Disciplined Investments’s iShares Global REIT ETF REET Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-661
Closed -$15.2K – 1218
2023
Q2 		$15.2K Hold
661
– – 0.01% 300
2023
Q1 		$15.2K Hold
661
– – 0.01% 323
2022
Q4 		$15K Hold
661
– – 0.01% 299
2022
Q3 		$14K Hold
661
– – 0.01% 341
2022
Q2 		$16K Sell
661
-585
-47% -$15.6K 0.01% 345
2022
Q1 		$36K Hold
1,246
– – 0.01% 265
2021
Q4 		$38K Hold
1,246
– – 0.02% 237
2021
Q3 		$34K Hold
1,246
– – 0.02% 229
2021
Q2 		$35K Hold
1,246
– – 0.02% 222
2021
Q1 		$32K Buy
1,246
+29
+2% +$716 0.02% 201
2020
Q4 		$29K Sell
1,217
-60
-5% -$1.35K 0.02% 182
2020
Q3 		$27K Hold
1,277
– – 0.02% 201
2020
Q2 		$27K Buy
1,277
+14
+1% +$283 0.02% 203
2020
Q1 		$24K Hold
1,263
– – 0.02% 203
2019
Q4 		$35K Buy
+1,263
New +$35.4K 0.03% 192

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Disciplined Investments's REET Position: Q3 2023 in Review

Disciplined Investments sold out of iShares Global REIT ETF (REET) in Q3 2023, closing a stake of 661 shares — an estimated $15.2K sold.

Disciplined Investments first reported a position in REET in Q4 2019 and held it in 15 quarters. The position peaked at $38K in Q4 2021. 248 funds tracked by Wall St. Rank hold REET as of Q3 2023.

  • Disciplined Investments reported no remaining iShares Global REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 661 iShares Global REIT ETF shares in Q3 2023, an estimated $15.2K.
  • Disciplined Investments first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's iShares Global REIT ETF position peaked at $38K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.