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 |
|