HW
REET icon

Hancock Whitney’s iShares Global REIT ETF REET Stock Holding History

Hancock Whitney’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
-48,452
Closed -$1.13M – 632
2024
Q2 		$1.13M Hold
48,452
– – 0.04% 282
2024
Q1 		$1.15M Sell
48,452
-69,022
-59% -$1.62M 0.04% 281
2023
Q4 		$2.84M Buy
117,474
+91,327
+349% +$2M 0.11% 160
2023
Q3 		$554K Sell
26,147
-27,312
-51% -$625K 0.02% 402
2023
Q2 		$1.23M Buy
53,459
+23,940
+81% +$546K 0.05% 274
2023
Q1 		$677K Sell
29,519
-86,933
-75% -$2.05M 0.03% 372
2022
Q4 		$2.64M Buy
+116,452
New +$2.6M 0.1% 170

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

Hancock Whitney's REET Position: Q3 2024 in Review

Hancock Whitney sold out of iShares Global REIT ETF (REET) in Q3 2024, closing a stake of 48,452 shares — an estimated $1.13M sold.

Hancock Whitney first reported a position in REET in Q4 2022 and held it in 7 quarters. The position peaked at $2.84M in Q4 2023. 271 funds tracked by Wall St. Rank hold REET as of Q3 2024.

  • Hancock Whitney reported no remaining iShares Global REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Hancock Whitney sold 48,452 iShares Global REIT ETF shares in Q3 2024, an estimated $1.13M.
  • Hancock Whitney first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 7 quarters.
  • Hancock Whitney's iShares Global REIT ETF position peaked at $2.84M in Q4 2023.
  • 271 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2024.

Based on Hancock Whitney's 13F filing for Q3 2024, filed 13 Nov 2024.