Leo Brokerage’s iShares Global REIT ETF REET Stock Holding History

Leo Brokerage’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 Q2	$461K	Sell	20,080 -4,101	-17%	-$93.4K	0.05%	190
2023 Q1	$554K	Buy	+24,181	New	+$571K	0.08%	165
2022 Q2	$604K	Sell	24,969 -88,822	-78%	-$2.36M	0.16%	79
2022 Q1	$3.32M	Buy	+113,791	New	+$3.25M	0.53%	37
2021 Q3	$3.4M	Buy	124,058 +2,559	+2%	+$73.4K	0.63%	28
2021 Q2	$3.37M	Buy	121,499 +8,963	+8%	+$245K	0.68%	31
2021 Q1	$2.87M	Buy	112,536 +25,452	+29%	+$628K	0.81%	30
2020 Q4	$2.08M	Buy	+87,084	New	+$1.96M	0.67%	33

Other funds holding REET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leo Brokerage's REET Position: Q2 2023 in Review

Leo Brokerage reduced its iShares Global REIT ETF (REET) stake by 17% in Q2 2023, selling an estimated $93.4K and leaving 20,080 shares worth $461K. The position accounts for 0.05% of the portfolio, ranked #190.

Leo Brokerage first reported a position in REET in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.4M in Q3 2021. 254 funds tracked by Wall St. Rank hold REET as of Q2 2023.

Leo Brokerage held 20,080 shares of iShares Global REIT ETF worth $461K as of Q2 2023.
Leo Brokerage sold 4,101 iShares Global REIT ETF shares in Q2 2023, an estimated $93.4K.
iShares Global REIT ETF made up 0.05% of Leo Brokerage's portfolio in Q2 2023, its #190 holding.
Leo Brokerage first reported a position in iShares Global REIT ETF in Q4 2020 and has held it in 8 quarters since.
Leo Brokerage's iShares Global REIT ETF position peaked at $3.4M in Q3 2021.
254 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.