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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 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.