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Diversified’s iShares Global REIT ETF REET Stock Holding History

Diversified’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
Q3 		$2.04M Buy
76,619
+7,492
+11% +$189K 0.22% 41
2024
Q2 		$1.61M Buy
+69,127
New +$1.58M 0.19% 46

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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 $1.97B AUM 22.31% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Diversified's REET Position: Q3 2024 in Review

Diversified increased its iShares Global REIT ETF (REET) stake by 11% in Q3 2024, buying an estimated $189K and bringing the position to 76,619 shares worth $2.04M. The position accounts for 0.22% of the portfolio, ranked #41.

Diversified first reported a position in REET in Q2 2024 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold REET as of Q3 2024.

  • Diversified held 76,619 shares of iShares Global REIT ETF worth $2.04M as of Q3 2024.
  • Diversified bought 7,492 iShares Global REIT ETF shares in Q3 2024, an estimated $189K.
  • iShares Global REIT ETF made up 0.22% of Diversified's portfolio in Q3 2024, its #41 holding.
  • Diversified first reported a position in iShares Global REIT ETF in Q2 2024 and has held it in 2 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.