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Pacifica Partners’s iShares Global REIT ETF REET Stock Holding History

Pacifica 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
2024
Q3 		– Sell
-726
Closed -$16.9K – 538
2024
Q2 		$16.9K Hold
726
– – 0.01% 317
2024
Q1 		$16.8K Hold
726
– – 0.01% 312
2023
Q4 		$16.6K Hold
726
– – 0.01% 319
2023
Q3 		$15.1K Hold
726
– – 0.01% 308
2023
Q2 		$16.9K Hold
726
– – 0.01% 253
2023
Q1 		$16.5K Sell
726
-84
-10% -$1.98K 0.01% 261
2022
Q4 		$18.4K Hold
810
– – 0.01% 228
2022
Q3 		$19K Hold
810
– – 0.01% 243
2022
Q2 		$20K Buy
+810
New +$21.6K 0.01% 245

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 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

Pacifica Partners's REET Position: Q3 2024 in Review

Pacifica Partners sold out of iShares Global REIT ETF (REET) in Q3 2024, closing a stake of 726 shares — an estimated $16.9K sold.

Pacifica Partners first reported a position in REET in Q2 2022 and held it in 9 quarters. The position peaked at $20K in Q2 2022. 271 funds tracked by Wall St. Rank hold REET as of Q3 2024.

  • Pacifica Partners reported no remaining iShares Global REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Pacifica Partners sold 726 iShares Global REIT ETF shares in Q3 2024, an estimated $16.9K.
  • Pacifica Partners first reported a position in iShares Global REIT ETF in Q2 2022 and held it in 9 quarters.
  • Pacifica Partners's iShares Global REIT ETF position peaked at $20K in Q2 2022.
  • 271 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2024.

Based on Pacifica Partners's 13F filing for Q3 2024, filed 7 Oct 2024.