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Mutual Advisors’s iShares Global REIT ETF REET Stock Holding History

Mutual Advisors’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
Q2 		– Sell
-10,790
Closed -$256K – 1145
2024
Q1 		$256K Sell
10,790
-236
-2% -$5.52K 0.01% 936
2023
Q4 		$267K Buy
11,026
+1,286
+13% +$28.1K 0.01% 856
2023
Q3 		$206K Buy
9,740
+178
+2% +$4.08K 0.01% 912
2023
Q2 		$220K Sell
9,562
-60
-0.6% -$1.37K 0.01% 915
2023
Q1 		$221K Sell
9,622
-420
-4% -$9.91K 0.01% 887
2022
Q4 		$228K Sell
10,042
-490
-5% -$10.9K 0.01% 828
2022
Q3 		$224K Buy
+10,532
New +$259K 0.01% 799
2021
Q1 		– Sell
-14,335
Closed -$343K – 818
2020
Q4 		$343K Buy
14,335
+1,349
+10% +$30.4K 0.03% 572
2020
Q3 		$273K Buy
12,986
+712
+6% +$15.2K 0.02% 562
2020
Q2 		$256K Buy
+12,274
New +$248K 0.03% 540

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $29.2B AUM 22.81% 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

Mutual Advisors's REET Position: Q2 2024 in Review

Mutual Advisors sold out of iShares Global REIT ETF (REET) in Q2 2024, closing a stake of 10,790 shares — an estimated $256K sold.

Mutual Advisors first reported a position in REET in Q2 2020 and held it in 10 quarters. The position peaked at $343K in Q4 2020. 267 funds tracked by Wall St. Rank hold REET as of Q2 2024.

  • Mutual Advisors reported no remaining iShares Global REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Mutual Advisors sold 10,790 iShares Global REIT ETF shares in Q2 2024, an estimated $256K.
  • Mutual Advisors first reported a position in iShares Global REIT ETF in Q2 2020 and held it in 10 quarters.
  • Mutual Advisors's iShares Global REIT ETF position peaked at $343K in Q4 2020.
  • 267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.