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Gofen & Glossberg’s iShares Global REIT ETF REET Stock Holding History

Gofen & Glossberg’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
2022
Q4 		– Sell
-12,709
Closed -$270K – 606
2022
Q3 		$270K Buy
+12,709
New +$313K 0.01% 430

Other funds holding REET

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gofen & Glossberg's REET Position: Q4 2022 in Review

Gofen & Glossberg sold out of iShares Global REIT ETF (REET) in Q4 2022, closing a stake of 12,709 shares — an estimated $270K sold.

Gofen & Glossberg first reported a position in REET in Q3 2022 and held it in 1 quarter. The position peaked at $270K in Q3 2022. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

  • Gofen & Glossberg reported no remaining iShares Global REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Gofen & Glossberg sold 12,709 iShares Global REIT ETF shares in Q4 2022, an estimated $270K.
  • Gofen & Glossberg first reported a position in iShares Global REIT ETF in Q3 2022 and held it in 1 quarter.
  • Gofen & Glossberg's iShares Global REIT ETF position peaked at $270K in Q3 2022.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.