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Financial Advocates Investment Management’s iShares Global REIT ETF REET Stock Holding History

Financial Advocates 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
Q2 		– Sell
-12,105
Closed -$287K – 810
2024
Q1 		$287K Buy
+12,105
New +$283K 0.02% 607
2023
Q4 		– Sell
-10,871
Closed -$230K – 774
2023
Q3 		$230K Buy
10,871
+546
+5% +$12.5K 0.02% 607
2023
Q2 		$237K Sell
10,325
-22,988
-69% -$524K 0.02% 590
2023
Q1 		$764K Buy
33,313
+1,240
+4% +$29.3K 0.05% 339
2022
Q4 		$728K Buy
32,073
+1,669
+5% +$37.2K 0.05% 359
2022
Q3 		$647K Buy
30,404
+4,007
+15% +$98.7K 0.05% 346
2022
Q2 		$638K Buy
26,397
+1,245
+5% +$33.1K 0.05% 351
2022
Q1 		$734K Sell
25,152
-3,759
-13% -$107K 0.05% 360
2021
Q4 		$1.02M Buy
28,911
+5,431
+23% +$159K 0.06% 314
2021
Q3 		$643K Buy
23,480
+574
+3% +$16.5K 0.04% 420
2021
Q2 		$635K Sell
22,906
-289
-1% -$7.9K 0.04% 426
2021
Q1 		$591K Sell
23,195
-6
-0% -$148 0.04% 442
2020
Q4 		$555K Sell
23,201
-2,314
-9% -$52.1K 0.04% 424
2020
Q3 		$537K Sell
25,515
-460
-2% -$9.84K 0.05% 365
2020
Q2 		$542K Buy
+25,975
New +$525K 0.05% 345

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Financial Advocates Investment Management's REET Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of iShares Global REIT ETF (REET) in Q2 2024, closing a stake of 12,105 shares — an estimated $287K sold.

Financial Advocates Investment Management first reported a position in REET in Q2 2020 and held it in 15 quarters. The position peaked at $1.02M in Q4 2021. 267 funds tracked by Wall St. Rank hold REET as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining iShares Global REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,105 iShares Global REIT ETF shares in Q2 2024, an estimated $287K.
  • Financial Advocates Investment Management first reported a position in iShares Global REIT ETF in Q2 2020 and held it in 15 quarters.
  • Financial Advocates Investment Management's iShares Global REIT ETF position peaked at $1.02M in Q4 2021.
  • 267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.