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

Oakwell Private Wealth Management’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 Q2	–	Sell	-289,951	Closed	-$6.65M	–	61
2023 Q1	$6.65M	Buy	289,951 +12,158	+4%	+$287K	3.03%	8
2022 Q4	$6.31M	Buy	277,793 +22,508	+9%	+$502K	3.01%	8
2022 Q3	$5.43M	Sell	255,285 -16,566	-6%	-$408K	3.01%	9
2022 Q2	$6.57M	Buy	271,851 +11,166	+4%	+$297K	3.75%	6
2022 Q1	$7.62M	Buy	260,685 +12,581	+5%	+$359K	3.83%	6
2021 Q4	$7.59M	Buy	248,104 +10,146	+4%	+$297K	3.78%	6
2021 Q3	$6.52M	Buy	237,958 +88,957	+60%	+$2.55M	3.53%	8
2021 Q2	$4.13M	Buy	149,001 +12,318	+9%	+$337K	2.65%	8
2021 Q1	$3.48M	Buy	136,683 +5,350	+4%	+$132K	2.47%	11
2020 Q4	$3.14M	Buy	+131,333	New	+$2.96M	2.47%	11

Other funds holding REET

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oakwell Private Wealth Management's REET Position: Q2 2023 in Review

Oakwell Private Wealth Management sold out of iShares Global REIT ETF (REET) in Q2 2023, closing a stake of 289,951 shares — an estimated $6.65M sold.

Oakwell Private Wealth Management first reported a position in REET in Q4 2020 and held it in 10 quarters. The position peaked at $7.62M in Q1 2022. 254 funds tracked by Wall St. Rank hold REET as of Q2 2023.

Oakwell Private Wealth Management reported no remaining iShares Global REIT ETF position as of Q2 2023 after selling out during the quarter.
Oakwell Private Wealth Management sold 289,951 iShares Global REIT ETF shares in Q2 2023, an estimated $6.65M.
Oakwell Private Wealth Management first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 10 quarters.
Oakwell Private Wealth Management's iShares Global REIT ETF position peaked at $7.62M in Q1 2022.
254 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2023.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.