Dynamic Advisor Solutions’s iShares Global REIT ETF REET Stock Holding History

Dynamic Advisor Solutions’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 Q3	–	Sell	-9,369	Closed	-$227K	–	732
2022 Q2	$227K	Sell	9,369 -15,250	-62%	-$406K	0.02%	615
2022 Q1	$719K	Sell	24,619 -4,952	-17%	-$141K	0.05%	344
2021 Q4	$905K	Sell	29,571 -2,830	-9%	-$82.7K	0.06%	299
2021 Q3	$888K	Buy	32,401 +3,050	+10%	+$87.5K	0.07%	317
2021 Q2	$814K	Buy	29,351 +14,227	+94%	+$389K	0.06%	309
2021 Q1	$385K	Buy	+15,124	New	+$373K	0.04%	440
2019 Q4	–	Sell	-21,881	Closed	-$614K	–	601
2019 Q3	$614K	Buy	21,881 +190	+0.9%	+$5.2K	0.1%	240
2019 Q2	$579K	Buy	21,691 +1,279	+6%	+$34.2K	0.09%	232
2019 Q1	$545K	Buy	20,412 +197	+1%	+$5.07K	0.1%	210
2018 Q4	$512K	Buy	+20,215	New	+$498K	0.11%	201

Other funds holding REET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Dynamic Advisor Solutions's REET Position: Q3 2022 in Review

Dynamic Advisor Solutions sold out of iShares Global REIT ETF (REET) in Q3 2022, closing a stake of 9,369 shares — an estimated $227K sold.

Dynamic Advisor Solutions first reported a position in REET in Q4 2018 and held it in 10 quarters. The position peaked at $905K in Q4 2021. 240 funds tracked by Wall St. Rank hold REET as of Q3 2022.

Dynamic Advisor Solutions reported no remaining iShares Global REIT ETF position as of Q3 2022 after selling out during the quarter.
Dynamic Advisor Solutions sold 9,369 iShares Global REIT ETF shares in Q3 2022, an estimated $227K.
Dynamic Advisor Solutions first reported a position in iShares Global REIT ETF in Q4 2018 and held it in 10 quarters.
Dynamic Advisor Solutions's iShares Global REIT ETF position peaked at $905K in Q4 2021.
240 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2022, filed 20 Oct 2022.