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Forum Financial Management’s iShares Global REIT ETF REET Stock Holding History

Forum Financial 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
2024
Q3 		– Sell
-8,827
Closed -$205K – 782
2024
Q2 		$205K Sell
8,827
-1,708
-16% -$39.1K ﹤0.01% 667
2024
Q1 		$249K Sell
10,535
-880
-8% -$20.6K ﹤0.01% 589
2023
Q4 		$276K Sell
11,415
-8,432
-42% -$184K 0.01% 489
2023
Q3 		$420K Buy
19,847
+9,019
+83% +$206K 0.01% 330
2023
Q2 		$249K Sell
10,828
-1,785
-14% -$40.7K 0.01% 506
2023
Q1 		$289K Buy
12,613
+1,079
+9% +$25.5K 0.01% 408
2022
Q4 		$262K Sell
11,534
-10,460
-48% -$233K 0.01% 433
2022
Q3 		$468K Buy
+21,994
New +$542K 0.02% 229

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 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

Forum Financial Management's REET Position: Q3 2024 in Review

Forum Financial Management sold out of iShares Global REIT ETF (REET) in Q3 2024, closing a stake of 8,827 shares — an estimated $205K sold.

Forum Financial Management first reported a position in REET in Q3 2022 and held it in 8 quarters. The position peaked at $468K in Q3 2022. 271 funds tracked by Wall St. Rank hold REET as of Q3 2024.

  • Forum Financial Management reported no remaining iShares Global REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Forum Financial Management sold 8,827 iShares Global REIT ETF shares in Q3 2024, an estimated $205K.
  • Forum Financial Management first reported a position in iShares Global REIT ETF in Q3 2022 and held it in 8 quarters.
  • Forum Financial Management's iShares Global REIT ETF position peaked at $468K in Q3 2022.
  • 271 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2024.

Based on Forum Financial Management's 13F filing for Q3 2024, filed 29 Oct 2024.