LJAC
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L.J. Altfest & Co’s iShares Global REIT ETF REET Stock Holding History

L.J. Altfest & Co’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
Q4 		– Sell
-7,511
Closed -$200K – 359
2024
Q3 		$200K Buy
+7,511
New +$190K 0.03% 321

Other funds holding REET

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
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
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

L.J. Altfest & Co's REET Position: Q4 2024 in Review

L.J. Altfest & Co sold out of iShares Global REIT ETF (REET) in Q4 2024, closing a stake of 7,511 shares — an estimated $200K sold.

L.J. Altfest & Co first reported a position in REET in Q3 2024 and held it in 1 quarter. The position peaked at $200K in Q3 2024. 288 funds tracked by Wall St. Rank hold REET as of Q4 2024.

  • L.J. Altfest & Co reported no remaining iShares Global REIT ETF position as of Q4 2024 after selling out during the quarter.
  • L.J. Altfest & Co sold 7,511 iShares Global REIT ETF shares in Q4 2024, an estimated $200K.
  • L.J. Altfest & Co first reported a position in iShares Global REIT ETF in Q3 2024 and held it in 1 quarter.
  • L.J. Altfest & Co's iShares Global REIT ETF position peaked at $200K in Q3 2024.
  • 288 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2024.

Based on L.J. Altfest & Co's 13F filing for Q4 2024, filed 7 Feb 2025.