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Hofer & Associates’s iShares Global REIT ETF REET Stock Holding History

Hofer & Associates’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
-9,220
Closed -$269K – 51
2022
Q1 		$269K Buy
9,220
+18
+0.2% +$514 0.24% 46
2021
Q4 		$282K Buy
+9,202
New +$269K 0.26% 44

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BlackRock
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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

Hofer & Associates's REET Position: Q2 2022 in Review

Hofer & Associates sold out of iShares Global REIT ETF (REET) in Q2 2022, closing a stake of 9,220 shares — an estimated $269K sold.

Hofer & Associates first reported a position in REET in Q4 2021 and held it in 2 quarters. The position peaked at $282K in Q4 2021. 249 funds tracked by Wall St. Rank hold REET as of Q2 2022.

  • Hofer & Associates reported no remaining iShares Global REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Hofer & Associates sold 9,220 iShares Global REIT ETF shares in Q2 2022, an estimated $269K.
  • Hofer & Associates first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 2 quarters.
  • Hofer & Associates's iShares Global REIT ETF position peaked at $282K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2022.

Based on Hofer & Associates's 13F filing for Q2 2022, filed 15 Dec 2022.