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Montrusco Bolton Investments’s iShares Global REIT ETF REET Stock Holding History

Montrusco Bolton Investments’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
-10,134
Closed -$245K – 61
2023
Q4 		$245K Buy
+10,134
New +$222K ﹤0.01% 61

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OFG
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SC
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Montrusco Bolton Investments's REET Position: Q1 2024 in Review

Montrusco Bolton Investments sold out of iShares Global REIT ETF (REET) in Q1 2024, closing a stake of 10,134 shares — an estimated $245K sold.

Montrusco Bolton Investments first reported a position in REET in Q4 2023 and held it in 1 quarter. The position peaked at $245K in Q4 2023. 266 funds tracked by Wall St. Rank hold REET as of Q1 2024.

  • Montrusco Bolton Investments reported no remaining iShares Global REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Montrusco Bolton Investments sold 10,134 iShares Global REIT ETF shares in Q1 2024, an estimated $245K.
  • Montrusco Bolton Investments first reported a position in iShares Global REIT ETF in Q4 2023 and held it in 1 quarter.
  • Montrusco Bolton Investments's iShares Global REIT ETF position peaked at $245K in Q4 2023.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2024.

Based on Montrusco Bolton Investments's 13F filing for Q1 2024, filed 30 Apr 2024.