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Fiduciary Alliance’s iShares Global REIT ETF REET Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-765
Closed -$17.6K – 762
2023
Q2 		$17.6K Buy
+765
New +$17.4K ﹤0.01% 478
2023
Q1 		– Sell
-765
Closed -$17.4K – 697
2022
Q4 		$17.4K Buy
+765
New +$17.1K ﹤0.01% 329

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fiduciary Alliance's REET Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShares Global REIT ETF (REET) in Q3 2023, closing a stake of 765 shares — an estimated $17.6K sold.

Fiduciary Alliance first reported a position in REET in Q4 2022 and held it in 2 quarters. The position peaked at $17.6K in Q2 2023. 248 funds tracked by Wall St. Rank hold REET as of Q3 2023.

  • Fiduciary Alliance reported no remaining iShares Global REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 765 iShares Global REIT ETF shares in Q3 2023, an estimated $17.6K.
  • Fiduciary Alliance first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's iShares Global REIT ETF position peaked at $17.6K in Q2 2023.
  • 248 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.