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

Kingsview 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
2024
Q2 		– Sell
-15,636
Closed -$370K – 1105
2024
Q1 		$370K Buy
15,636
+83
+0.5% +$1.94K 0.01% 746
2023
Q4 		$376K Sell
15,553
-2
-0% -$44 0.01% 707
2023
Q3 		$329K Buy
15,555
+841
+6% +$19.3K 0.01% 725
2023
Q2 		$338K Buy
14,714
+152
+1% +$3.46K 0.01% 710
2023
Q1 		$334K Sell
14,562
-15
-0.1% -$354 0.01% 676
2022
Q4 		$331K Sell
14,577
-1,928
-12% -$43K 0.01% 629
2022
Q3 		$351K Buy
16,505
+64
+0.4% +$1.58K 0.02% 596
2022
Q2 		$398K Buy
+16,441
New +$438K 0.02% 587

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

Kingsview Wealth Management's REET Position: Q2 2024 in Review

Kingsview Wealth Management sold out of iShares Global REIT ETF (REET) in Q2 2024, closing a stake of 15,636 shares — an estimated $370K sold.

Kingsview Wealth Management first reported a position in REET in Q2 2022 and held it in 8 quarters. The position peaked at $398K in Q2 2022. 267 funds tracked by Wall St. Rank hold REET as of Q2 2024.

  • Kingsview Wealth Management reported no remaining iShares Global REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 15,636 iShares Global REIT ETF shares in Q2 2024, an estimated $370K.
  • Kingsview Wealth Management first reported a position in iShares Global REIT ETF in Q2 2022 and held it in 8 quarters.
  • Kingsview Wealth Management's iShares Global REIT ETF position peaked at $398K in Q2 2022.
  • 267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.