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Merit Financial Group’s iShares Global REIT ETF REET Stock Holding History

Merit Financial Group’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
Q1 		– Sell
-15,214
Closed -$368K – 919
2023
Q4 		$368K Sell
15,214
-11,795
-44% -$258K 0.01% 565
2023
Q3 		$572K Buy
27,009
+712
+3% +$16.3K 0.02% 429
2023
Q2 		$604K Buy
+26,297
New +$599K 0.02% 424

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M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
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
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

Merit Financial Group's REET Position: Q1 2024 in Review

Merit Financial Group sold out of iShares Global REIT ETF (REET) in Q1 2024, closing a stake of 15,214 shares — an estimated $368K sold.

Merit Financial Group first reported a position in REET in Q2 2023 and held it in 3 quarters. The position peaked at $604K in Q2 2023. 266 funds tracked by Wall St. Rank hold REET as of Q1 2024.

  • Merit Financial Group reported no remaining iShares Global REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Merit Financial Group sold 15,214 iShares Global REIT ETF shares in Q1 2024, an estimated $368K.
  • Merit Financial Group first reported a position in iShares Global REIT ETF in Q2 2023 and held it in 3 quarters.
  • Merit Financial Group's iShares Global REIT ETF position peaked at $604K in Q2 2023.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2024.

Based on Merit Financial Group's 13F filing for Q1 2024, filed 6 May 2024.