First Foundation Advisors’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Hold |
9,254
| – | – | 0.01% | 313 |
|
|
2025
Q1 | $225K | Hold |
9,254
| – | – | 0.01% | 305 |
|
|
2024
Q4 | $222K | Hold |
9,254
| – | – | 0.01% | 320 |
|
|
2024
Q3 | $247K | Hold |
9,254
| – | – | 0.01% | 308 |
|
|
2024
Q2 | $215K | Hold |
9,254
| – | – | 0.01% | 319 |
|
|
2024
Q1 | $219K | Sell |
9,254
-234
| -2% | -$5.54K | 0.01% | 321 |
|
|
2023
Q4 | $229K | Hold |
9,488
| – | – | 0.01% | 318 |
|
|
2023
Q3 | $201K | Hold |
9,488
| – | – | 0.01% | 394 |
|
|
2023
Q2 | $218K | Sell |
9,488
-10,932
| -54% | -$251K | 0.01% | 371 |
|
|
2023
Q1 | $468K | Sell |
20,420
-7,781
| -28% | -$178K | 0.02% | 242 |
|
|
2022
Q4 | $640K | Sell |
28,201
-4,483
| -14% | -$102K | 0.03% | 222 |
|
|
2022
Q3 | $695K | Sell |
32,684
-7,128
| -18% | -$152K | 0.03% | 200 |
|
|
2022
Q2 | $963K | Hold |
39,812
| – | – | 0.04% | 176 |
|
|
2022
Q1 | $1.16M | Sell |
39,812
-6,309
| -14% | -$184K | 0.04% | 177 |
|
|
2021
Q4 | $1.41M | Sell |
46,121
-3,243
| -7% | -$99.3K | 0.05% | 176 |
|
|
2021
Q3 | $1.35M | Sell |
49,364
-1,016
| -2% | -$27.8K | 0.05% | 172 |
|
|
2021
Q2 | $1.4M | Sell |
50,380
-4,217
| -8% | -$117K | 0.05% | 175 |
|
|
2021
Q1 | $1.39M | Sell |
54,597
-7,940
| -13% | -$202K | 0.06% | 167 |
|
|
2020
Q4 | $1.5M | Sell |
62,537
-9,869
| -14% | -$236K | 0.07% | 153 |
|
|
2020
Q3 | $1.52M | Sell |
72,406
-138,072
| -66% | -$2.9M | 0.07% | 141 |
|
|
2020
Q2 | $4.4M | Sell |
210,478
-664,041
| -76% | -$13.9M | 0.23% | 67 |
|
|
2020
Q1 | $16.7M | Buy |
+874,519
| New | +$16.7M | 1.03% | 19 |
|