Main Street Financial Solutions’s iShares Global REIT ETF REET Stock Holding History

Main Street Financial Solutions’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 Q4	–	Sell	-18,365	Closed	-$391K	–	460
2022 Q3	$391K	Hold	18,365	–	–	0.06%	274
2022 Q2	$444K	Buy	18,365 +1	+0%	+$27	0.06%	263
2022 Q1	$536K	Sell	18,364 -3,746	-17%	-$107K	0.08%	242
2021 Q4	$677K	Buy	22,110 +38	+0.2%	+$1.11K	0.1%	204
2021 Q3	$605K	Sell	22,072 -575	-3%	-$16.5K	0.09%	220
2021 Q2	$628K	Sell	22,647 -1,552	-6%	-$42.4K	0.1%	198
2021 Q1	$617K	Hold	24,199	–	–	0.11%	187
2020 Q4	$579K	Buy	+24,199	New	+$545K	0.12%	178

Other funds holding REET

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Main Street Financial Solutions's REET Position: Q4 2022 in Review

Main Street Financial Solutions sold out of iShares Global REIT ETF (REET) in Q4 2022, closing a stake of 18,365 shares — an estimated $391K sold.

Main Street Financial Solutions first reported a position in REET in Q4 2020 and held it in 8 quarters. The position peaked at $677K in Q4 2021. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

Main Street Financial Solutions reported no remaining iShares Global REIT ETF position as of Q4 2022 after selling out during the quarter.
Main Street Financial Solutions sold 18,365 iShares Global REIT ETF shares in Q4 2022, an estimated $391K.
Main Street Financial Solutions first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 8 quarters.
Main Street Financial Solutions's iShares Global REIT ETF position peaked at $677K in Q4 2021.
266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on Main Street Financial Solutions's 13F filing for Q4 2022, filed 30 Jan 2023.