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Laurel Wealth Planning’s iShares Global REIT ETF REET Stock Holding History

Laurel Wealth Planning’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
-824
Closed -$18.7K – 163
2022
Q4 		$18.7K Hold
824
– – 0.01% 133
2022
Q3 		$18K Hold
824
– – 0.01% 140
2022
Q2 		$20K Hold
824
– – 0.01% 136
2022
Q1 		$24K Sell
824
-293
-26% -$8.37K 0.02% 153
2021
Q4 		$34K Hold
1,117
– – 0.03% 98
2021
Q3 		$31K Hold
1,117
– – 0.03% 99
2021
Q2 		$31K Sell
1,117
-4,746
-81% -$130K 0.03% 73
2021
Q1 		$149K Hold
5,863
– – 0.14% 50
2020
Q4 		$140K Buy
+5,863
New +$132K 0.14% 48

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
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

Laurel Wealth Planning's REET Position: Q1 2023 in Review

Laurel Wealth Planning sold out of iShares Global REIT ETF (REET) in Q1 2023, closing a stake of 824 shares — an estimated $18.7K sold.

Laurel Wealth Planning first reported a position in REET in Q4 2020 and held it in 9 quarters. The position peaked at $149K in Q1 2021. 250 funds tracked by Wall St. Rank hold REET as of Q1 2023.

  • Laurel Wealth Planning reported no remaining iShares Global REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 824 iShares Global REIT ETF shares in Q1 2023, an estimated $18.7K.
  • Laurel Wealth Planning first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's iShares Global REIT ETF position peaked at $149K in Q1 2021.
  • 250 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.