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Dorsey & Whitney Trust’s iShares Global REIT ETF REET Stock Holding History

Dorsey & Whitney Trust’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
Q2 		– Sell
-9,155
Closed -$217K – 655
2024
Q1 		$217K Hold
9,155
– – 0.01% 579
2023
Q4 		$221K Buy
+9,155
New +$200K 0.02% 548
2023
Q3 		– Sell
-10,155
Closed -$233K – 612
2023
Q2 		$233K Hold
10,155
– – 0.02% 508
2023
Q1 		$233K Hold
10,155
– – 0.02% 488
2022
Q4 		$231K Hold
10,155
– – 0.02% 490
2022
Q3 		$216K Hold
10,155
– – 0.02% 488
2022
Q2 		$246K Hold
10,155
– – 0.03% 458
2022
Q1 		$297K Hold
10,155
– – 0.03% 422
2021
Q4 		$311K Sell
10,155
-2,355
-19% -$68.8K 0.03% 400
2021
Q3 		$343K Hold
12,510
– – 0.03% 369
2021
Q2 		$347K Buy
12,510
+575
+5% +$15.7K 0.03% 364
2021
Q1 		$304K Hold
11,935
– – 0.03% 382
2020
Q4 		$286K Buy
+11,935
New +$269K 0.03% 358

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $29.2B AUM 22.81% 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 $1.86B AUM 19.25% 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

Dorsey & Whitney Trust's REET Position: Q2 2024 in Review

Dorsey & Whitney Trust sold out of iShares Global REIT ETF (REET) in Q2 2024, closing a stake of 9,155 shares — an estimated $217K sold.

Dorsey & Whitney Trust first reported a position in REET in Q4 2020 and held it in 13 quarters. The position peaked at $347K in Q2 2021. 267 funds tracked by Wall St. Rank hold REET as of Q2 2024.

  • Dorsey & Whitney Trust reported no remaining iShares Global REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 9,155 iShares Global REIT ETF shares in Q2 2024, an estimated $217K.
  • Dorsey & Whitney Trust first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 13 quarters.
  • Dorsey & Whitney Trust's iShares Global REIT ETF position peaked at $347K in Q2 2021.
  • 267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2024.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2024, filed 7 Aug 2024.