PDS Planning’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.1M | Buy |
1,422,662
+63,137
| +5% | +$1.56M | 2.62% | 10 |
|
|
2025
Q1 | $33M | Buy |
1,359,525
+38,977
| +3% | +$946K | 2.78% | 10 |
|
|
2024
Q4 | $31.7M | Buy |
1,320,548
+37,154
| +3% | +$891K | 2.81% | 10 |
|
|
2024
Q3 | $34.3M | Buy |
1,283,394
+104,588
| +9% | +$2.79M | 3.07% | 9 |
|
|
2024
Q2 | $27.4M | Buy |
1,178,806
+40,251
| +4% | +$936K | 2.77% | 10 |
|
|
2024
Q1 | $27M | Buy |
1,138,555
+43,459
| +4% | +$1.03M | 2.83% | 10 |
|
|
2023
Q4 | $26.5M | Buy |
1,095,096
+152,929
| +16% | +$3.7M | 3.02% | 9 |
|
|
2023
Q3 | $19.9M | Buy |
942,167
+36,447
| +4% | +$772K | 2.58% | 10 |
|
|
2023
Q2 | $20.8M | Buy |
905,720
+117,586
| +15% | +$2.7M | 2.66% | 10 |
|
|
2023
Q1 | $18.1M | Buy |
788,134
+64,057
| +9% | +$1.47M | 2.49% | 12 |
|
|
2022
Q4 | $16.4M | Buy |
724,077
+32,673
| +5% | +$742K | 2.63% | 12 |
|
|
2022
Q3 | $14.7M | Buy |
691,404
+101,114
| +17% | +$2.15M | 2.68% | 13 |
|
|
2022
Q2 | $14.3M | Buy |
590,290
+54,812
| +10% | +$1.33M | 2.58% | 13 |
|
|
2022
Q1 | $15.6M | Buy |
535,478
+51,649
| +11% | +$1.51M | 2.75% | 12 |
|
|
2021
Q4 | $14.8M | Buy |
483,829
+73,836
| +18% | +$2.26M | 2.83% | 13 |
|
|
2021
Q3 | $11.2M | Buy |
409,993
+48,498
| +13% | +$1.33M | 2.59% | 11 |
|
|
2021
Q2 | $10M | Buy |
361,495
+79,692
| +28% | +$2.21M | 2.44% | 12 |
|
|
2021
Q1 | $7.18M | Buy |
281,803
+72,048
| +34% | +$1.84M | 2.08% | 13 |
|
|
2020
Q4 | $5.02M | Buy |
209,755
+35,373
| +20% | +$846K | 1.72% | 15 |
|
|
2020
Q3 | $3.67M | Buy |
174,382
+16,770
| +11% | +$353K | 1.49% | 18 |
|
|
2020
Q2 | $3.29M | Buy |
+157,612
| New | +$3.29M | 1.49% | 20 |
|