Janney Montgomery Scott
REET icon

Janney Montgomery Scott’s iShares Global REIT ETF REET Stock Holding History

Janney Montgomery Scott’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
2024
Q2 		– Sell
-9,817
Closed -$232K – 2781
2024
Q1 		$232K Sell
9,817
-140,716
-93% -$3.29M ﹤0.01% 2487
2023
Q4 		$3.64M Buy
150,533
+131,806
+704% +$2.88M 0.01% 850
2023
Q3 		$396K Buy
18,727
+3,000
+19% +$68.7K ﹤0.01% 1948
2023
Q2 		$361K Buy
15,727
+4,297
+38% +$97.9K ﹤0.01% 2106
2023
Q1 		$262K Buy
11,430
+2,078
+22% +$49K ﹤0.01% 2127
2022
Q4 		$212K Buy
+9,352
New +$208K ﹤0.01% 2339

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 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

Janney Montgomery Scott's REET Position: Q2 2024 in Review

Janney Montgomery Scott sold out of iShares Global REIT ETF (REET) in Q2 2024, closing a stake of 9,817 shares — an estimated $232K sold.

Janney Montgomery Scott first reported a position in REET in Q4 2022 and held it in 6 quarters. The position peaked at $3.64M in Q4 2023. 267 funds tracked by Wall St. Rank hold REET as of Q2 2024.

  • Janney Montgomery Scott reported no remaining iShares Global REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 9,817 iShares Global REIT ETF shares in Q2 2024, an estimated $232K.
  • Janney Montgomery Scott first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 6 quarters.
  • Janney Montgomery Scott's iShares Global REIT ETF position peaked at $3.64M in Q4 2023.
  • 267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2024.

Based on Janney Montgomery Scott's 13F filing for Q2 2024, filed 25 Jul 2024.