EIP
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Ellis Investment Partners’s iShares Global REIT ETF REET Stock Holding History

Ellis Investment Partners’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
-3,197
Closed -$68K – 616
2022
Q3 		$68K Sell
3,197
-65
-2% -$1.6K 0.02% 348
2022
Q2 		$78K Buy
3,262
+76
+2% +$2.02K 0.02% 339
2022
Q1 		$93K Sell
3,186
-11
-0.3% -$314 0.02% 329
2021
Q4 		$97K Buy
3,197
+7
+0.2% +$205 0.02% 327
2021
Q3 		$87K Buy
3,190
+4
+0.1% +$115 0.02% 330
2021
Q2 		$88K Buy
3,186
+4
+0.1% +$109 0.02% 322
2021
Q1 		$81K Buy
3,182
+6
+0.2% +$148 0.02% 325
2020
Q4 		$76K Hold
3,176
– – 0.02% 324
2020
Q3 		$66K Sell
3,176
-134
-4% -$2.87K 0.02% 318
2020
Q2 		$70K Buy
3,310
+5
+0.2% +$101 0.03% 303
2020
Q1 		$59K Buy
+3,305
New +$84.3K 0.03% 270

Other funds holding REET

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

Ellis Investment Partners's REET Position: Q4 2022 in Review

Ellis Investment Partners sold out of iShares Global REIT ETF (REET) in Q4 2022, closing a stake of 3,197 shares — an estimated $68K sold.

Ellis Investment Partners first reported a position in REET in Q1 2020 and held it in 11 quarters. The position peaked at $97K in Q4 2021. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

  • Ellis Investment Partners reported no remaining iShares Global REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 3,197 iShares Global REIT ETF shares in Q4 2022, an estimated $68K.
  • Ellis Investment Partners first reported a position in iShares Global REIT ETF in Q1 2020 and held it in 11 quarters.
  • Ellis Investment Partners's iShares Global REIT ETF position peaked at $97K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.