Oak Harbor Wealth Partners’s iShares Global REIT ETF REET Stock Holding History

Oak Harbor Wealth Partners’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 Q4	–	Sell	-143	Closed	-$3.03K	–	238
2023 Q3	$3.03K	Hold	143	–	–	﹤0.01%	219
2023 Q2	$3.29K	Hold	143	–	–	﹤0.01%	230
2023 Q1	$3.28K	Hold	143	–	–	﹤0.01%	220
2022 Q4	$3.25K	Hold	143	–	–	﹤0.01%	216
2022 Q3	$3K	Sell	143 -344	-71%	-$8.47K	﹤0.01%	210
2022 Q2	$12K	Hold	487	–	–	﹤0.01%	200
2022 Q1	$14K	Hold	487	–	–	﹤0.01%	215
2021 Q4	$15K	Buy	+487	New	+$14.2K	0.01%	220

Other funds holding REET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 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

Oak Harbor Wealth Partners's REET Position: Q4 2023 in Review

Oak Harbor Wealth Partners sold out of iShares Global REIT ETF (REET) in Q4 2023, closing a stake of 143 shares — an estimated $3.03K sold.

Oak Harbor Wealth Partners first reported a position in REET in Q4 2021 and held it in 8 quarters. The position peaked at $15K in Q4 2021. 274 funds tracked by Wall St. Rank hold REET as of Q4 2023.

Oak Harbor Wealth Partners reported no remaining iShares Global REIT ETF position as of Q4 2023 after selling out during the quarter.
Oak Harbor Wealth Partners sold 143 iShares Global REIT ETF shares in Q4 2023, an estimated $3.03K.
Oak Harbor Wealth Partners first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 8 quarters.
Oak Harbor Wealth Partners's iShares Global REIT ETF position peaked at $15K in Q4 2021.
274 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2023.

Based on Oak Harbor Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.