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

Lansing Street Advisors’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 Q1	–	Sell	-2,377	Closed	-$54K	–	356
2022 Q4	$54K	Sell	2,377 -14,448	-86%	-$322K	0.04%	145
2022 Q3	$358K	Sell	16,825 -72	-0.4%	-$1.77K	0.28%	56
2022 Q2	$409K	Sell	16,897 -87	-0.5%	-$2.32K	0.32%	51
2022 Q1	$498K	Buy	+16,984	New	+$485K	0.32%	50

Other funds holding REET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Lansing Street Advisors's REET Position: Q1 2023 in Review

Lansing Street Advisors sold out of iShares Global REIT ETF (REET) in Q1 2023, closing a stake of 2,377 shares — an estimated $54K sold.

Lansing Street Advisors first reported a position in REET in Q1 2022 and held it in 4 quarters. The position peaked at $498K in Q1 2022. 250 funds tracked by Wall St. Rank hold REET as of Q1 2023.

Lansing Street Advisors reported no remaining iShares Global REIT ETF position as of Q1 2023 after selling out during the quarter.
Lansing Street Advisors sold 2,377 iShares Global REIT ETF shares in Q1 2023, an estimated $54K.
Lansing Street Advisors first reported a position in iShares Global REIT ETF in Q1 2022 and held it in 4 quarters.
Lansing Street Advisors's iShares Global REIT ETF position peaked at $498K in Q1 2022.
250 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2023.

Based on Lansing Street Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.