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Koss-Olinger Consulting’s iShares Global REIT ETF REET Stock Holding History

Koss-Olinger Consulting’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
Q4 		– Sell
-9,710
Closed -$206K – 335
2023
Q3 		$206K Hold
9,710
– – 0.03% 248
2023
Q2 		$223K Buy
+9,710
New +$221K 0.03% 239

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VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Koss-Olinger Consulting's REET Position: Q4 2023 in Review

Koss-Olinger Consulting sold out of iShares Global REIT ETF (REET) in Q4 2023, closing a stake of 9,710 shares — an estimated $206K sold.

Koss-Olinger Consulting first reported a position in REET in Q2 2023 and held it in 2 quarters. The position peaked at $223K in Q2 2023. 274 funds tracked by Wall St. Rank hold REET as of Q4 2023.

  • Koss-Olinger Consulting reported no remaining iShares Global REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 9,710 iShares Global REIT ETF shares in Q4 2023, an estimated $206K.
  • Koss-Olinger Consulting first reported a position in iShares Global REIT ETF in Q2 2023 and held it in 2 quarters.
  • Koss-Olinger Consulting's iShares Global REIT ETF position peaked at $223K in Q2 2023.
  • 274 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2023.

Based on Koss-Olinger Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.