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HM Payson & Co’s iShares Global REIT ETF REET Stock Holding History

HM Payson & Co’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
2023
Q2 		– Sell
-171
Closed -$3.92K – 1043
2023
Q1 		$3.92K Hold
171
– – ﹤0.01% 871
2022
Q4 		$3.88K Buy
+171
New +$3.81K ﹤0.01% 822

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HSBC Holdings
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Bank of Montreal
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SC
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PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
OCM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HM Payson & Co's REET Position: Q2 2023 in Review

HM Payson & Co sold out of iShares Global REIT ETF (REET) in Q2 2023, closing a stake of 171 shares — an estimated $3.92K sold.

HM Payson & Co first reported a position in REET in Q4 2022 and held it in 2 quarters. The position peaked at $3.92K in Q1 2023. 254 funds tracked by Wall St. Rank hold REET as of Q2 2023.

  • HM Payson & Co reported no remaining iShares Global REIT ETF position as of Q2 2023 after selling out during the quarter.
  • HM Payson & Co sold 171 iShares Global REIT ETF shares in Q2 2023, an estimated $3.92K.
  • HM Payson & Co first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 2 quarters.
  • HM Payson & Co's iShares Global REIT ETF position peaked at $3.92K in Q1 2023.
  • 254 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2023.

Based on HM Payson & Co's 13F filing for Q2 2023, filed 17 Jul 2023.