F.L. Putnam Investment Management’s iShares Global REIT ETF REET Stock Holding History

F.L. Putnam Investment Management’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	–	Sell	-12	Closed	-$279	–	702
2024 Q2	$279	Buy	+12	New	+$274	﹤0.01%	725
2023 Q4	–	Sell	-25,298	Closed	-$536K	–	499
2023 Q3	$536K	Sell	25,298 -17,186	-40%	-$393K	0.01%	323
2023 Q2	$976K	Buy	+42,484	New	+$968K	0.03%	280

Other funds holding REET

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

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

F.L. Putnam Investment Management's REET Position: Q3 2024 in Review

F.L. Putnam Investment Management sold out of iShares Global REIT ETF (REET) in Q3 2024, closing a stake of 12 shares — an estimated $279 sold.

F.L. Putnam Investment Management first reported a position in REET in Q2 2023 and held it in 3 quarters. The position peaked at $976K in Q2 2023. 271 funds tracked by Wall St. Rank hold REET as of Q3 2024.

F.L. Putnam Investment Management reported no remaining iShares Global REIT ETF position as of Q3 2024 after selling out during the quarter.
F.L. Putnam Investment Management sold 12 iShares Global REIT ETF shares in Q3 2024, an estimated $279.
F.L. Putnam Investment Management first reported a position in iShares Global REIT ETF in Q2 2023 and held it in 3 quarters.
F.L. Putnam Investment Management's iShares Global REIT ETF position peaked at $976K in Q2 2023.
271 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2024.

Based on F.L. Putnam Investment Management's 13F filing for Q3 2024, filed 8 Nov 2024.