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Kelly Financial Services’s iShares Global REIT ETF REET Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-30
Closed -$705 – 603
2024
Q2 		$705 Hold
30
– – ﹤0.01% 679
2024
Q1 		$716 Hold
30
– – ﹤0.01% 699
2023
Q4 		$727 Hold
30
– – ﹤0.01% 678
2023
Q3 		$643 Hold
30
– – ﹤0.01% 666
2023
Q2 		$698 Hold
30
– – ﹤0.01% 632
2023
Q1 		$693 Hold
30
– – ﹤0.01% 609
2022
Q4 		$681 Buy
+30
New +$669 ﹤0.01% 585

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

Kelly Financial Services's REET Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares Global REIT ETF (REET) in Q3 2024, closing a stake of 30 shares — an estimated $705 sold.

Kelly Financial Services first reported a position in REET in Q4 2022 and held it in 7 quarters. The position peaked at $727 in Q4 2023. 271 funds tracked by Wall St. Rank hold REET as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares Global REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 30 iShares Global REIT ETF shares in Q3 2024, an estimated $705.
  • Kelly Financial Services first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 7 quarters.
  • Kelly Financial Services's iShares Global REIT ETF position peaked at $727 in Q4 2023.
  • 271 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.