Nicola Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.3M Sell
903,300
-225,000
-20% -$5.56M 2.09% 11
2025
Q1
$27.4M Buy
1,128,300
+150,000
+15% +$3.64M 2.67% 4
2024
Q4
$33.7M Buy
978,300
+355,000
+57% +$12.2M 3.19% 4
2024
Q3
$22.5M Buy
623,300
+316,000
+103% +$11.4M 1.79% 16
2024
Q2
$9.78M Buy
307,300
+184,000
+149% +$5.85M 0.87% 42
2024
Q1
$3.95M Buy
+123,300
New +$3.95M 0.38% 65