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Fortis Advisors’s iShares Global REIT ETF REET Stock Holding History

Fortis Advisors’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
-14,663
Closed -$14.7K – 93
2023
Q2 		$14.7K Sell
14,663
-96
-0.7% -$2.19K 0.01% 87
2023
Q1 		$19.3K Buy
14,759
+239
+2% +$5.64K 0.01% 183
2022
Q4 		$18.9K Buy
14,520
+12,995
+852% +$290K 0.01% 184
2022
Q3 		$6K Sell
1,525
-13,719
-90% -$338K ﹤0.01% 214
2022
Q2 		$20K Sell
15,244
-79,747
-84% -$2.12M 0.01% 198
2022
Q1 		$2.27M Buy
94,991
+77
+0.1% +$2.2K 1.24% 20
2021
Q4 		$2.35M Buy
94,914
+805
+0.9% +$23.5K 1.36% 19
2021
Q3 		$2.14M Buy
94,109
+2,522
+3% +$72.3K 1.31% 19
2021
Q2 		$2.09M Buy
91,587
+1,419
+2% +$38.8K 1.21% 22
2021
Q1 		$1.8M Sell
90,168
-8,817
-9% -$218K 1.28% 24
2020
Q4 		$2.37M Sell
98,985
-12,692
-11% -$286K 2.09% 17
2020
Q3 		$2.35M Buy
111,677
+41,194
+58% +$881K 2.19% 15
2020
Q2 		$1.47M Sell
70,483
-21,618
-23% -$437K 1.46% 18
2020
Q1 		$1.76M Buy
92,101
+19,708
+27% +$503K 1.18% 18
2019
Q4 		$2M Buy
72,393
+4,206
+6% +$118K 1.21% 16
2019
Q3 		$1.92M Sell
68,187
-39
-0.1% -$1.07K 0.9% 18
2019
Q2 		$1.82M Buy
68,226
+4,844
+8% +$129K 0.88% 17
2019
Q1 		$1.69M Sell
63,382
-3,306
-5% -$85.1K 0.89% 19
2018
Q4 		$1.56M Buy
66,688
+2,502
+4% +$61.6K 0.95% 16
2018
Q3 		$1.62M Sell
64,186
-3,807
-6% -$98.7K 0.91% 19
2018
Q2 		$1.75M Buy
67,993
+981
+1% +$24.6K 1% 18
2018
Q1 		$1.65M Buy
67,012
+64,929
+3,117% +$1.61M 0.91% 20
2017
Q4 		$54K Buy
+2,083
New +$53.8K 0.03% 177

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fortis Advisors's REET Position: Q3 2023 in Review

Fortis Advisors sold out of iShares Global REIT ETF (REET) in Q3 2023, closing a stake of 14,663 shares — an estimated $14.7K sold.

Fortis Advisors first reported a position in REET in Q4 2017 and held it in 23 quarters. The position peaked at $2.37M in Q4 2020. 248 funds tracked by Wall St. Rank hold REET as of Q3 2023.

  • Fortis Advisors reported no remaining iShares Global REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Fortis Advisors sold 14,663 iShares Global REIT ETF shares in Q3 2023, an estimated $14.7K.
  • Fortis Advisors first reported a position in iShares Global REIT ETF in Q4 2017 and held it in 23 quarters.
  • Fortis Advisors's iShares Global REIT ETF position peaked at $2.37M in Q4 2020.
  • 248 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2023.

Based on Fortis Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.