First Foundation Advisors’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $229K | Hold |
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|
2025
Q1 | $225K | Hold |
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|
2024
Q4 | $222K | Hold |
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|
2024
Q3 | $247K | Hold |
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|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $219K | Sell |
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|
2023
Q4 | $229K | Hold |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $468K | Sell |
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|
2022
Q4 | $640K | Sell |
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|
2022
Q3 | $695K | Sell |
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|
2022
Q2 | $963K | Hold |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $1.4M | Sell |
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|
2021
Q1 | $1.39M | Sell |
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|
2020
Q4 | $1.5M | Sell |
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|
2020
Q3 | $1.52M | Sell |
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|
2020
Q2 | $4.39M | Sell |
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|
2020
Q1 | $16.7M | Buy |
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