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Money Concepts Capital’s iShares Global REIT ETF REET Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-6
Closed -$136 – 2351
2022
Q4 		$136 Hold
6
– – ﹤0.01% 3132
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1646
2022
Q2 		$0 Sell
6
-112
-95% -$2.98K ﹤0.01% 2379
2022
Q1 		$3K Buy
118
+112
+1,867% +$3.2K ﹤0.01% 2381
2021
Q4 		$0 Buy
+6
New +$175 ﹤0.01% 746

Other funds holding REET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Money Concepts Capital's REET Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Global REIT ETF (REET) in Q1 2023, closing a stake of 6 shares — an estimated $136 sold.

Money Concepts Capital first reported a position in REET in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 250 funds tracked by Wall St. Rank hold REET as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Global REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 6 iShares Global REIT ETF shares in Q1 2023, an estimated $136.
  • Money Concepts Capital first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's iShares Global REIT ETF position peaked at $3K in Q1 2022.
  • 250 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.