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Drake & Associates’s iShares Global REIT ETF REET Stock Holding History

Drake & Associates’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
2022
Q4 		– Sell
-247,948
Closed -$5.27M – 72
2022
Q3 		$5.27M Buy
247,948
+12,321
+5% +$304K 3% 13
2022
Q2 		$5.7M Buy
+235,627
New +$6.27M 3.22% 13

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AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Drake & Associates's REET Position: Q4 2022 in Review

Drake & Associates sold out of iShares Global REIT ETF (REET) in Q4 2022, closing a stake of 247,948 shares — an estimated $5.27M sold.

Drake & Associates first reported a position in REET in Q2 2022 and held it in 2 quarters. The position peaked at $5.7M in Q2 2022. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

  • Drake & Associates reported no remaining iShares Global REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Drake & Associates sold 247,948 iShares Global REIT ETF shares in Q4 2022, an estimated $5.27M.
  • Drake & Associates first reported a position in iShares Global REIT ETF in Q2 2022 and held it in 2 quarters.
  • Drake & Associates's iShares Global REIT ETF position peaked at $5.7M in Q2 2022.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on Drake & Associates's 13F filing for Q4 2022, filed 17 Jan 2023.