Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
REET icon

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s iShares Global REIT ETF REET Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
-293,600
Closed -$6.25M – 1596
2022
Q3 		$6.25M Buy
+293,600
New +$7.23M 0.03% 307

Other funds holding REET

AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 29.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $2.65B 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 $445B AUM 25.58% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's REET Position: Q4 2022 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of iShares Global REIT ETF (REET) in Q4 2022, closing a stake of 293,600 shares — an estimated $6.25M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in REET in Q3 2022 and held it in 1 quarter. The position peaked at $6.25M in Q3 2022. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining iShares Global REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 293,600 iShares Global REIT ETF shares in Q4 2022, an estimated $6.25M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in iShares Global REIT ETF in Q3 2022 and held it in 1 quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's iShares Global REIT ETF position peaked at $6.25M in Q3 2022.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q4 2022, filed 13 Feb 2023.