Mackenzie Financial’s iShares Global REIT ETF REET Stock Holding History

Mackenzie Financial’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 Q4	–	Sell	-12,224	Closed	-$250K	–	1565
2023 Q3	$250K	Buy	+12,224	New	+$280K	﹤0.01%	1204
2023 Q2	–	Sell	-19,365	Closed	-$444K	–	1617
2023 Q1	$444K	Buy	+19,365	New	+$457K	﹤0.01%	1055
2022 Q3	–	Sell	-16,910	Closed	-$409K	–	1506
2022 Q2	$409K	Buy	+16,910	New	+$450K	﹤0.01%	985
2021 Q3	–	Sell	-7,400	Closed	-$205K	–	1474
2021 Q2	$205K	Sell	7,400 -2,600	-26%	-$71K	﹤0.01%	1171
2021 Q1	$255K	Buy	+10,000	New	+$247K	﹤0.01%	1044

Other funds holding REET

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Mackenzie Financial's REET Position: Q4 2023 in Review

Mackenzie Financial sold out of iShares Global REIT ETF (REET) in Q4 2023, closing a stake of 12,224 shares — an estimated $250K sold.

Mackenzie Financial first reported a position in REET in Q1 2021 and held it in 5 quarters. The position peaked at $444K in Q1 2023. 274 funds tracked by Wall St. Rank hold REET as of Q4 2023.

Mackenzie Financial reported no remaining iShares Global REIT ETF position as of Q4 2023 after selling out during the quarter.
Mackenzie Financial sold 12,224 iShares Global REIT ETF shares in Q4 2023, an estimated $250K.
Mackenzie Financial first reported a position in iShares Global REIT ETF in Q1 2021 and held it in 5 quarters.
Mackenzie Financial's iShares Global REIT ETF position peaked at $444K in Q1 2023.
274 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2023.

Based on Mackenzie Financial's 13F filing for Q4 2023, filed 30 Jan 2024.