First PREMIER Bank’s iShares Global REIT ETF REET Stock Holding History

First PREMIER Bank’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	-2,426	Closed	-$56K	–	366
2023 Q2	$56K	Hold	2,426	–	–	0.02%	216
2023 Q1	$56K	Buy	+2,426	New	+$57.3K	0.02%	227

Other funds holding REET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

First PREMIER Bank's REET Position: Q3 2023 in Review

First PREMIER Bank sold out of iShares Global REIT ETF (REET) in Q3 2023, closing a stake of 2,426 shares — an estimated $56K sold.

First PREMIER Bank first reported a position in REET in Q1 2023 and held it in 2 quarters. The position peaked at $56K in Q2 2023. 248 funds tracked by Wall St. Rank hold REET as of Q3 2023.

First PREMIER Bank reported no remaining iShares Global REIT ETF position as of Q3 2023 after selling out during the quarter.
First PREMIER Bank sold 2,426 iShares Global REIT ETF shares in Q3 2023, an estimated $56K.
First PREMIER Bank first reported a position in iShares Global REIT ETF in Q1 2023 and held it in 2 quarters.
First PREMIER Bank's iShares Global REIT ETF position peaked at $56K in Q2 2023.
248 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2023.

Based on First PREMIER Bank's 13F filing for Q3 2023, filed 16 Oct 2023.