Diversified Portfolios Inc’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Buy |
853,902
+38,133
| +5% | +$942K | 2.01% | 12 |
|
|
2025
Q1 | $19.8M | Buy |
815,769
+43,596
| +6% | +$1.06M | 2.08% | 12 |
|
|
2024
Q4 | $18.5M | Buy |
772,173
+55,482
| +8% | +$1.33M | 2.02% | 13 |
|
|
2024
Q3 | $19.1M | Buy |
716,691
+45,134
| +7% | +$1.2M | 2.15% | 13 |
|
|
2024
Q2 | $15.6M | Buy |
671,557
+19,494
| +3% | +$453K | 2.06% | 14 |
|
|
2024
Q1 | $15.4M | Buy |
652,063
+37,413
| +6% | +$886K | 2.17% | 12 |
|
|
2023
Q4 | $14.9M | Buy |
614,650
+16,372
| +3% | +$396K | 2.34% | 12 |
|
|
2023
Q3 | $12.7M | Buy |
598,278
+148,104
| +33% | +$3.14M | 2.39% | 11 |
|
|
2023
Q2 | $10.3M | Buy |
450,174
+101,321
| +29% | +$2.33M | 2.08% | 13 |
|
|
2023
Q1 | $8M | Buy |
348,853
+43,438
| +14% | +$996K | 1.78% | 13 |
|
|
2022
Q4 | $6.94M | Buy |
305,415
+201,048
| +193% | +$4.57M | 1.59% | 15 |
|
|
2022
Q3 | $2.22M | Buy |
104,367
+87,341
| +513% | +$1.86M | 0.6% | 29 |
|
|
2022
Q2 | $412K | Sell |
17,026
-18,828
| -53% | -$456K | 0.11% | 87 |
|
|
2022
Q1 | $1.05M | Buy |
35,854
+28,242
| +371% | +$825K | 0.25% | 56 |
|
|
2021
Q4 | $233K | Buy |
+7,612
| New | +$233K | 0.06% | 121 |
|