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JP Morgan Private Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

JP Morgan Private Wealth Advisors’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
Q1 		– Sell
-11,561
Closed -$263K – 1988
2022
Q4 		$263K Buy
+11,561
New +$258K ﹤0.01% 1706
2022
Q3 		– Sell
-76,836
Closed -$1.86M – 1971
2022
Q2 		$1.86M Buy
76,836
+68,801
+856% +$1.83M ﹤0.01% 875
2022
Q1 		$235K Buy
8,035
+102
+1% +$2.91K ﹤0.01% 1850
2021
Q4 		$243K Hold
7,933
– – ﹤0.01% 1840
2021
Q3 		$217K Buy
+7,933
New +$228K ﹤0.01% 1827
2020
Q3 		– Sell
-101,783
Closed -$2.13M – 1620
2020
Q2 		$2.13M Sell
101,783
-575,645
-85% -$11.6M 0.01% 568
2020
Q1 		$13M Sell
677,428
-239,406
-26% -$6.11M 0.07% 222
2019
Q4 		$25.3M Buy
916,834
+267,880
+41% +$7.52M 0.12% 174
2019
Q3 		$18.2M Buy
648,954
+411,545
+173% +$11.3M 0.1% 196
2019
Q2 		$6.33M Sell
237,409
-9,833
-4% -$263K 0.03% 340
2019
Q1 		$6.61M Buy
247,242
+40,496
+20% +$1.04M 0.03% 344
2018
Q4 		$4.84M Buy
206,746
+22,163
+12% +$546K 0.03% 365
2018
Q3 		$4.66M Buy
184,583
+85,248
+86% +$2.21M 0.02% 440
2018
Q2 		$2.55M Buy
+99,335
New +$2.49M 0.01% 548

Other funds holding REET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SC
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
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

JP Morgan Private Wealth Advisors's REET Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q1 2023, closing a stake of 11,561 shares — an estimated $263K sold.

JP Morgan Private Wealth Advisors first reported a position in REET in Q2 2018 and held it in 14 quarters. The position peaked at $25.3M in Q4 2019. 250 funds tracked by Wall St. Rank hold REET as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,561 iShares Global REIT ETF shares in Q1 2023, an estimated $263K.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Global REIT ETF in Q2 2018 and held it in 14 quarters.
  • JP Morgan Private Wealth Advisors's iShares Global REIT ETF position peaked at $25.3M in Q4 2019.
  • 250 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.