GI
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Gradient Investments’s iShares Global REIT ETF REET Stock Holding History

Gradient Investments’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
-4,619
Closed -$107K – 1044
2024
Q2 		$107K Hold
4,619
– – ﹤0.01% 396
2024
Q1 		$109K Sell
4,619
-103
-2% -$2.41K ﹤0.01% 348
2023
Q4 		$114K Sell
4,722
-140
-3% -$3.06K ﹤0.01% 410
2023
Q3 		$103K Sell
4,862
-48
-1% -$1.1K ﹤0.01% 385
2023
Q2 		$113K Sell
4,910
-2,453
-33% -$55.9K ﹤0.01% 385
2023
Q1 		$169K Sell
7,363
-1,481
-17% -$35K ﹤0.01% 313
2022
Q4 		$201K Hold
8,844
– – 0.01% 293
2022
Q3 		$188K Sell
8,844
-1,839
-17% -$45.3K 0.01% 291
2022
Q2 		$258K Sell
10,683
-375,853
-97% -$10M 0.01% 272
2022
Q1 		$11.3M Sell
386,536
-1,778,335
-82% -$50.8M 0.29% 103
2021
Q4 		$66.3M Buy
2,164,871
+135,352
+7% +$3.96M 1.68% 11
2021
Q3 		$55.6M Buy
2,029,519
+90,723
+5% +$2.6M 1.56% 12
2021
Q2 		$53.7M Buy
1,938,796
+139,904
+8% +$3.82M 1.57% 11
2021
Q1 		$45.8M Buy
1,798,892
+1,793,366
+32,453% +$44.3M 1.49% 12
2020
Q4 		$116K Hold
5,526
– – ﹤0.01% 302
2020
Q3 		$116K Hold
5,526
– – ﹤0.01% 302
2020
Q2 		$115K Sell
5,526
-153
-3% -$3.09K 0.01% 281
2020
Q1 		$109K Buy
5,679
+55
+1% +$1.4K 0.01% 262
2019
Q4 		$155K Buy
5,624
+4,646
+475% +$130K 0.01% 270
2019
Q3 		$27K Sell
978
-336
-26% -$9.2K ﹤0.01% 482
2019
Q2 		$35K Sell
1,314
-57
-4% -$1.52K ﹤0.01% 426
2019
Q1 		$37K Sell
1,371
-760,782
-100% -$19.6M ﹤0.01% 371
2018
Q4 		$17.9M Buy
762,153
+110,166
+17% +$2.71M 1.07% 15
2018
Q3 		$16.4M Buy
651,987
+43,261
+7% +$1.12M 0.84% 15
2018
Q2 		$15.6M Buy
608,726
+69,258
+13% +$1.73M 0.83% 15
2018
Q1 		$13.2M Buy
539,468
+491,012
+1,013% +$12.2M 0.72% 19
2017
Q4 		$1.26M Buy
+48,456
New +$1.25M 0.07% 132
2016
Q4 		– Sell
-150
Closed -$4K – 787
2016
Q3 		$4K Buy
+150
New +$4.17K ﹤0.01% 565

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
SC
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

Gradient Investments's REET Position: Q3 2024 in Review

Gradient Investments sold out of iShares Global REIT ETF (REET) in Q3 2024, closing a stake of 4,619 shares — an estimated $107K sold.

Gradient Investments first reported a position in REET in Q3 2016 and held it in 28 quarters. The position peaked at $66.3M in Q4 2021. 271 funds tracked by Wall St. Rank hold REET as of Q3 2024.

  • Gradient Investments reported no remaining iShares Global REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 4,619 iShares Global REIT ETF shares in Q3 2024, an estimated $107K.
  • Gradient Investments first reported a position in iShares Global REIT ETF in Q3 2016 and held it in 28 quarters.
  • Gradient Investments's iShares Global REIT ETF position peaked at $66.3M in Q4 2021.
  • 271 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.