MCM
REET icon

Maryland Capital Management’s iShares Global REIT ETF REET Stock Holding History

Maryland Capital Management’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
Q3 		$205K Sell
9,627
-1,092
-10% -$26.9K 0.02% 213
2022
Q2 		$259K Sell
10,719
-50,923
-83% -$1.36M 0.02% 201
2022
Q1 		$1.8M Sell
61,642
-4,844
-7% -$138K 0.11% 91
2021
Q4 		$2.04M Sell
66,486
-4,930
-7% -$144K 0.11% 85
2021
Q3 		$1.96M Buy
+71,416
New +$2.05M 0.12% 88

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 $34.1B AUM 29.2% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Maryland Capital Management's REET Position: Q3 2022 in Review

Maryland Capital Management reduced its iShares Global REIT ETF (REET) stake by 10% in Q3 2022, selling an estimated $26.9K and leaving 9,627 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #213.

Maryland Capital Management first reported a position in REET in Q3 2021 and has held it in 5 quarters since. The position peaked at $2.04M in Q4 2021. 240 funds tracked by Wall St. Rank hold REET as of Q3 2022.

  • Maryland Capital Management held 9,627 shares of iShares Global REIT ETF worth $205K as of Q3 2022.
  • Maryland Capital Management sold 1,092 iShares Global REIT ETF shares in Q3 2022, an estimated $26.9K.
  • iShares Global REIT ETF made up 0.02% of Maryland Capital Management's portfolio in Q3 2022, its #213 holding.
  • Maryland Capital Management first reported a position in iShares Global REIT ETF in Q3 2021 and has held it in 5 quarters since.
  • Maryland Capital Management's iShares Global REIT ETF position peaked at $2.04M in Q4 2021.
  • 240 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.