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

Paulson 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
2022 Q2	–	Sell	-7,111	Closed	-$208K	–	83
2022 Q1	$208K	Buy	7,111 +67	+1%	+$1.91K	0.09%	79
2021 Q4	$216K	Sell	7,044 -1,350	-16%	-$39.5K	0.1%	86
2021 Q3	$230K	Sell	8,394 -1,541	-16%	-$44.2K	0.11%	82
2021 Q2	$275K	Buy	9,935 +110	+1%	+$3K	0.13%	71
2021 Q1	$261K	Buy	9,825 +362	+4%	+$8.94K	0.13%	73
2020 Q4	$226K	Sell	9,463 -788	-8%	-$17.8K	0.13%	74
2020 Q3	$216K	Sell	10,251 -81	-0.8%	-$1.73K	0.14%	80
2020 Q2	$216K	Buy	+10,332	New	+$209K	0.15%	80

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Paulson Wealth Management's REET Position: Q2 2022 in Review

Paulson Wealth Management sold out of iShares Global REIT ETF (REET) in Q2 2022, closing a stake of 7,111 shares — an estimated $208K sold.

Paulson Wealth Management first reported a position in REET in Q2 2020 and held it in 8 quarters. The position peaked at $275K in Q2 2021. 249 funds tracked by Wall St. Rank hold REET as of Q2 2022.

Paulson Wealth Management reported no remaining iShares Global REIT ETF position as of Q2 2022 after selling out during the quarter.
Paulson Wealth Management sold 7,111 iShares Global REIT ETF shares in Q2 2022, an estimated $208K.
Paulson Wealth Management first reported a position in iShares Global REIT ETF in Q2 2020 and held it in 8 quarters.
Paulson Wealth Management's iShares Global REIT ETF position peaked at $275K in Q2 2021.
249 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2022.

Based on Paulson Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.