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Nicolet Advisory Services’s iShares Global REIT ETF REET Stock Holding History

Nicolet Advisory Services’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
Q3 		– Sell
-10,717
Closed -$247K – 323
2023
Q2 		$247K Sell
10,717
-55,283
-84% -$1.26M 0.03% 262
2023
Q1 		$1.51M Sell
66,000
-1,164
-2% -$27.5K 0.17% 66
2022
Q4 		$1.6M Sell
67,164
-1,988
-3% -$44.3K 0.21% 57
2022
Q3 		$1.42M Sell
69,152
-2,201
-3% -$54.2K 0.23% 44
2022
Q2 		$1.74M Sell
71,353
-3,033
-4% -$80.7K 0.26% 42
2022
Q1 		$2.18M Sell
74,386
-4,802
-6% -$137K 0.28% 41
2021
Q4 		$2.42M Sell
79,188
-2,248
-3% -$65.7K 0.3% 40
2021
Q3 		$2.23M Sell
81,436
-986
-1% -$28.3K 0.28% 42
2021
Q2 		$2.29M Sell
82,422
-2,920
-3% -$79.8K 0.3% 42
2021
Q1 		$2.17M Sell
85,342
-6,465
-7% -$160K 0.31% 41
2020
Q4 		$2.2M Sell
91,807
-99,258
-52% -$2.24M 0.31% 40
2020
Q3 		$4.02M Buy
191,065
+10,640
+6% +$228K 0.62% 29
2020
Q2 		$3.77M Buy
180,425
+87,542
+94% +$1.77M 0.58% 34
2020
Q1 		$1.78M Buy
92,883
+73,503
+379% +$1.87M 0.31% 52
2019
Q4 		$535K Buy
+19,380
New +$544K 0.08% 94

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Nicolet Advisory Services's REET Position: Q3 2023 in Review

Nicolet Advisory Services sold out of iShares Global REIT ETF (REET) in Q3 2023, closing a stake of 10,717 shares — an estimated $247K sold.

Nicolet Advisory Services first reported a position in REET in Q4 2019 and held it in 15 quarters. The position peaked at $4.02M in Q3 2020. 248 funds tracked by Wall St. Rank hold REET as of Q3 2023.

  • Nicolet Advisory Services reported no remaining iShares Global REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Nicolet Advisory Services sold 10,717 iShares Global REIT ETF shares in Q3 2023, an estimated $247K.
  • Nicolet Advisory Services first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 15 quarters.
  • Nicolet Advisory Services's iShares Global REIT ETF position peaked at $4.02M in Q3 2020.
  • 248 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2023.

Based on Nicolet Advisory Services's 13F filing for Q3 2023, filed 7 Nov 2023.