MassMutual Private Wealth & Trust’s iShares Global REIT ETF REET Stock Holding History

MassMutual Private Wealth & Trust’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
2024 Q3	–	Sell	-45	Closed	-$1.05K	–	2239
2024 Q2	$1.05K	Buy	+45	New	+$1.03K	﹤0.01%	1806
2022 Q3	–	Sell	-72	Closed	-$2K	–	1774
2022 Q2	$2K	Buy	+72	New	+$1.92K	﹤0.01%	1188
2022 Q1	–	Sell	-180	Closed	-$6K	–	1615
2021 Q4	$6K	Hold	180	–	–	﹤0.01%	866
2021 Q3	$5K	Buy	180 +110	+157%	+$3.16K	﹤0.01%	894
2021 Q2	$2K	Hold	70	–	–	﹤0.01%	1051
2021 Q1	$2K	Sell	70 -220	-76%	-$5.43K	﹤0.01%	888
2020 Q4	$7K	Buy	290 +220	+314%	+$4.96K	﹤0.01%	651
2020 Q3	$1K	Hold	70	–	–	﹤0.01%	710
2020 Q2	$1K	Buy	70 +25	+56%	+$505	﹤0.01%	708
2020 Q1	$1K	Hold	45	–	–	﹤0.01%	647
2019 Q4	$1K	Hold	45	–	–	﹤0.01%	771
2019 Q3	$1K	Hold	45	–	–	﹤0.01%	826
2019 Q2	$1K	Hold	45	–	–	﹤0.01%	735
2019 Q1	$1.2K	Hold	45	–	–	﹤0.01%	795
2018 Q4	$1.05K	Hold	45	–	–	﹤0.01%	901
2018 Q3	$1.14K	Hold	45	–	–	﹤0.01%	889
2018 Q2	$1.16K	Hold	45	–	–	﹤0.01%	978
2018 Q1	$1.1K	Hold	45	–	–	﹤0.01%	914
2017 Q4	$1.17K	Hold	45	–	–	﹤0.01%	819
2017 Q3	$1.15K	Hold	45	–	–	﹤0.01%	969
2017 Q2	$1.15K	Hold	45	–	–	﹤0.01%	933
2017 Q1	$1.14K	Buy	+45	New	+$1.14K	﹤0.01%	923

Other funds holding REET

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 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

MassMutual Private Wealth & Trust's REET Position: Q3 2024 in Review

MassMutual Private Wealth & Trust sold out of iShares Global REIT ETF (REET) in Q3 2024, closing a stake of 45 shares — an estimated $1.05K sold.

MassMutual Private Wealth & Trust first reported a position in REET in Q1 2017 and held it in 22 quarters. The position peaked at $7K in Q4 2020. 271 funds tracked by Wall St. Rank hold REET as of Q3 2024.

MassMutual Private Wealth & Trust reported no remaining iShares Global REIT ETF position as of Q3 2024 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 45 iShares Global REIT ETF shares in Q3 2024, an estimated $1.05K.
MassMutual Private Wealth & Trust first reported a position in iShares Global REIT ETF in Q1 2017 and held it in 22 quarters.
MassMutual Private Wealth & Trust's iShares Global REIT ETF position peaked at $7K in Q4 2020.
271 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2024, filed 2 Oct 2024.