Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PFA
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
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
OCM
One Capital Management
Westlake Village, California
$3.61B AUM
15.32%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close