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Life Planning Partners’s iShares Global REIT ETF REET Stock Holding History

Life Planning Partners’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
2022
Q2 		– Sell
-179
Closed -$5K – 190
2022
Q1 		$5K Hold
179
– – 0.01% 147
2021
Q4 		$5K Buy
+179
New +$5.23K 0.01% 144

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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

Life Planning Partners's REET Position: Q2 2022 in Review

Life Planning Partners sold out of iShares Global REIT ETF (REET) in Q2 2022, closing a stake of 179 shares — an estimated $5K sold.

Life Planning Partners first reported a position in REET in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 249 funds tracked by Wall St. Rank hold REET as of Q2 2022.

  • Life Planning Partners reported no remaining iShares Global REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Life Planning Partners sold 179 iShares Global REIT ETF shares in Q2 2022, an estimated $5K.
  • Life Planning Partners first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 2 quarters.
  • Life Planning Partners's iShares Global REIT ETF position peaked at $5K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2022.

Based on Life Planning Partners's 13F filing for Q2 2022, filed 20 Jul 2022.