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Formidable Asset Management’s iShares Global REIT ETF REET Stock Holding History

Formidable Asset 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
2023
Q4 		– Sell
-10,881
Closed -$230K – 303
2023
Q3 		$230K Sell
10,881
-275
-2% -$6.3K 0.05% 246
2023
Q2 		$256K Hold
11,156
– – 0.06% 233
2023
Q1 		$255K Hold
11,156
– – 0.05% 239
2022
Q4 		$253K Hold
11,156
– – 0.06% 245
2022
Q3 		$242K Sell
11,156
-21
-0.2% -$517 0.06% 247
2022
Q2 		$273K Sell
11,177
-943
-8% -$25.1K 0.06% 242
2022
Q1 		$354K Buy
12,120
+4
+0% +$114 0.07% 238
2021
Q4 		$370K Sell
12,116
-349
-3% -$10.2K 0.07% 226
2021
Q3 		$342K Sell
12,465
-289
-2% -$8.29K 0.06% 250
2021
Q2 		$364K Sell
12,754
-38,813
-75% -$1.06M 0.08% 203
2021
Q1 		$1.32M Buy
51,567
+26,223
+103% +$648K 0.29% 85
2020
Q4 		$603K Buy
25,344
+3,556
+16% +$80.1K 0.14% 134
2020
Q3 		$461K Buy
+21,788
New +$466K 0.13% 137

Other funds holding REET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Formidable Asset Management's REET Position: Q4 2023 in Review

Formidable Asset Management sold out of iShares Global REIT ETF (REET) in Q4 2023, closing a stake of 10,881 shares — an estimated $230K sold.

Formidable Asset Management first reported a position in REET in Q3 2020 and held it in 13 quarters. The position peaked at $1.32M in Q1 2021. 274 funds tracked by Wall St. Rank hold REET as of Q4 2023.

  • Formidable Asset Management reported no remaining iShares Global REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Formidable Asset Management sold 10,881 iShares Global REIT ETF shares in Q4 2023, an estimated $230K.
  • Formidable Asset Management first reported a position in iShares Global REIT ETF in Q3 2020 and held it in 13 quarters.
  • Formidable Asset Management's iShares Global REIT ETF position peaked at $1.32M in Q1 2021.
  • 274 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2023.

Based on Formidable Asset Management's 13F filing for Q4 2023, filed 7 Feb 2024.