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Private Capital Management (Colorado)’s iShares Global REIT ETF REET Stock Holding History

Private Capital Management (Colorado)’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
Q4 		$277K Hold
11,560
– – 0.06% 107
2024
Q3 		$309K Hold
11,560
– – 0.06% 137
2024
Q2 		$269K Hold
11,560
– – 0.05% 127
2024
Q1 		$274K Hold
11,560
– – 0.06% 122
2023
Q4 		$280K Buy
11,560
+5,790
+100% +$127K 0.07% 117
2023
Q3 		$122K Buy
+5,770
New +$132K 0.04% 139

Other funds holding REET

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
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
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Private Capital Management (Colorado)'s REET Position: Q4 2024 in Review

Private Capital Management (Colorado) held its iShares Global REIT ETF (REET) position steady in Q4 2024 at 11,560 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #107.

Private Capital Management (Colorado) first reported a position in REET in Q3 2023 and has held it in 6 quarters since. The position peaked at $309K in Q3 2024. 288 funds tracked by Wall St. Rank hold REET as of Q4 2024.

  • Private Capital Management (Colorado) held 11,560 shares of iShares Global REIT ETF worth $277K as of Q4 2024.
  • Private Capital Management (Colorado) left its iShares Global REIT ETF share count unchanged in Q4 2024.
  • iShares Global REIT ETF made up 0.06% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #107 holding.
  • Private Capital Management (Colorado) first reported a position in iShares Global REIT ETF in Q3 2023 and has held it in 6 quarters since.
  • Private Capital Management (Colorado)'s iShares Global REIT ETF position peaked at $309K in Q3 2024.
  • 288 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.