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IHT Wealth Management’s iShares Global REIT ETF REET Stock Holding History

IHT Wealth Management’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
Q3 		– Sell
-9,999
Closed -$230K – 1018
2023
Q2 		$230K Sell
9,999
-12,917
-56% -$294K 0.01% 824
2023
Q1 		$525K Sell
22,916
-348
-1% -$8.21K 0.03% 482
2022
Q4 		$528K Sell
23,264
-2,877
-11% -$64.1K 0.03% 480
2022
Q3 		$556K Buy
26,141
+5,199
+25% +$128K 0.04% 428
2022
Q2 		$506K Buy
20,942
+1,489
+8% +$39.6K 0.04% 388
2022
Q1 		$568K Sell
19,453
-4
-0% -$114 0.04% 382
2021
Q4 		$596K Buy
+19,457
New +$569K 0.04% 384

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

IHT Wealth Management's REET Position: Q3 2023 in Review

IHT Wealth Management sold out of iShares Global REIT ETF (REET) in Q3 2023, closing a stake of 9,999 shares — an estimated $230K sold.

IHT Wealth Management first reported a position in REET in Q4 2021 and held it in 7 quarters. The position peaked at $596K in Q4 2021. 248 funds tracked by Wall St. Rank hold REET as of Q3 2023.

  • IHT Wealth Management reported no remaining iShares Global REIT ETF position as of Q3 2023 after selling out during the quarter.
  • IHT Wealth Management sold 9,999 iShares Global REIT ETF shares in Q3 2023, an estimated $230K.
  • IHT Wealth Management first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 7 quarters.
  • IHT Wealth Management's iShares Global REIT ETF position peaked at $596K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.