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 New York $6.73T AUM 46.02% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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.