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Halpern Financial’s iShares Global REIT ETF REET Stock Holding History

Halpern Financial’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
Q2 		– Sell
-336
Closed -$9.81K – 341
2022
Q1 		$9.81K Buy
+336
New +$9.6K ﹤0.01% 173

Other funds holding REET

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Halpern Financial's REET Position: Q2 2022 in Review

Halpern Financial sold out of iShares Global REIT ETF (REET) in Q2 2022, closing a stake of 336 shares — an estimated $9.81K sold.

Halpern Financial first reported a position in REET in Q1 2022 and held it in 1 quarter. The position peaked at $9.81K in Q1 2022. 249 funds tracked by Wall St. Rank hold REET as of Q2 2022.

  • Halpern Financial reported no remaining iShares Global REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Halpern Financial sold 336 iShares Global REIT ETF shares in Q2 2022, an estimated $9.81K.
  • Halpern Financial first reported a position in iShares Global REIT ETF in Q1 2022 and held it in 1 quarter.
  • Halpern Financial's iShares Global REIT ETF position peaked at $9.81K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2022.

Based on Halpern Financial's 13F filing for Q2 2022, filed 21 Sep 2023.