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Financial Perspectives’s iShares Global REIT ETF REET Stock Holding History

Financial Perspectives’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
-23,055
Closed -$490K – 701
2022
Q3 		$490K Buy
+23,055
New +$568K 0.27% 55

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

Financial Perspectives's REET Position: Q4 2022 in Review

Financial Perspectives sold out of iShares Global REIT ETF (REET) in Q4 2022, closing a stake of 23,055 shares — an estimated $490K sold.

Financial Perspectives first reported a position in REET in Q3 2022 and held it in 1 quarter. The position peaked at $490K in Q3 2022. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

  • Financial Perspectives reported no remaining iShares Global REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Perspectives sold 23,055 iShares Global REIT ETF shares in Q4 2022, an estimated $490K.
  • Financial Perspectives first reported a position in iShares Global REIT ETF in Q3 2022 and held it in 1 quarter.
  • Financial Perspectives's iShares Global REIT ETF position peaked at $490K in Q3 2022.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on Financial Perspectives's 13F filing for Q4 2022, filed 10 Jan 2024.