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Lake Street Advisors Group’s iShares Global REIT ETF REET Stock Holding History

Lake Street Advisors Group’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
-48,305
Closed -$1.14M – 653
2024
Q1 		$1.14M Hold
48,305
– – 0.05% 208
2023
Q4 		$1.17M Buy
48,305
+1,081
+2% +$23.6K 0.06% 197
2023
Q3 		$1M Hold
47,224
– – 0.06% 167
2023
Q2 		$1.08M Buy
47,224
+266
+0.6% +$6.06K 0.06% 163
2023
Q1 		$1.08M Buy
46,958
+26,244
+127% +$619K 0.07% 157
2022
Q4 		$470K Sell
20,714
-25,562
-55% -$570K 0.03% 194
2022
Q3 		$984K Buy
46,276
+20,202
+77% +$498K 0.07% 151
2022
Q2 		$631K Sell
26,074
-8,272
-24% -$220K 0.05% 164
2022
Q1 		$1M Buy
34,346
+102
+0.3% +$2.91K 0.06% 145
2021
Q4 		$1.05M Buy
+34,244
New +$1M 0.07% 145

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

Lake Street Advisors Group's REET Position: Q2 2024 in Review

Lake Street Advisors Group sold out of iShares Global REIT ETF (REET) in Q2 2024, closing a stake of 48,305 shares — an estimated $1.14M sold.

Lake Street Advisors Group first reported a position in REET in Q4 2021 and held it in 10 quarters. The position peaked at $1.17M in Q4 2023. 267 funds tracked by Wall St. Rank hold REET as of Q2 2024.

  • Lake Street Advisors Group reported no remaining iShares Global REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 48,305 iShares Global REIT ETF shares in Q2 2024, an estimated $1.14M.
  • Lake Street Advisors Group first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 10 quarters.
  • Lake Street Advisors Group's iShares Global REIT ETF position peaked at $1.17M in Q4 2023.
  • 267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2024.

Based on Lake Street Advisors Group's 13F filing for Q2 2024, filed 5 Aug 2024.