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Professional Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

Professional Financial Advisors’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
-8,460
Closed -$247K – 83
2023
Q1 		$247K Buy
+8,460
New +$200K 0.15% 59
2022
Q4 		– Sell
-8,371
Closed -$178K – 365
2022
Q3 		$178K Buy
8,371
+39
+0.5% +$961 0.11% 74
2022
Q2 		$201K Sell
8,332
-128
-2% -$3.41K 0.11% 80
2022
Q1 		$247K Buy
8,460
+608
+8% +$17.4K 0.11% 74
2021
Q4 		$240K Buy
7,852
+28
+0.4% +$818 0.1% 96
2021
Q3 		$214K Buy
7,824
+16
+0.2% +$459 0.12% 82
2021
Q2 		$218K Buy
7,808
+19
+0.2% +$519 0.12% 88
2021
Q1 		$198K Sell
7,789
-6,711
-46% -$166K 0.12% 82
2020
Q4 		$347K Hold
14,500
– – 0.27% 70
2020
Q3 		$296K Buy
14,500
+33
+0.2% +$706 0.28% 68
2020
Q2 		$302K Sell
14,467
-4,521
-24% -$91.4K 0.4% 51
2020
Q1 		$387K Sell
18,988
-31,323
-62% -$799K 0.7% 40
2019
Q4 		$1.39M Buy
+50,311
New +$1.41M 1.32% 23

Other funds holding REET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Professional Financial Advisors's REET Position: Q2 2023 in Review

Professional Financial Advisors sold out of iShares Global REIT ETF (REET) in Q2 2023, closing a stake of 8,460 shares — an estimated $247K sold.

Professional Financial Advisors first reported a position in REET in Q4 2019 and held it in 13 quarters. The position peaked at $1.39M in Q4 2019. 254 funds tracked by Wall St. Rank hold REET as of Q2 2023.

  • Professional Financial Advisors reported no remaining iShares Global REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Professional Financial Advisors sold 8,460 iShares Global REIT ETF shares in Q2 2023, an estimated $247K.
  • Professional Financial Advisors first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 13 quarters.
  • Professional Financial Advisors's iShares Global REIT ETF position peaked at $1.39M in Q4 2019.
  • 254 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2023.

Based on Professional Financial Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.