Prudential Financial
REET icon

Prudential Financial’s iShares Global REIT ETF REET Stock Holding History

Prudential Financial’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
Q4 		– Sell
-10,411
Closed -$220K – 2706
2023
Q3 		$220K Buy
10,411
+617
+6% +$14.1K ﹤0.01% 2367
2023
Q2 		$225K Sell
9,794
-165
-2% -$3.76K ﹤0.01% 2402
2023
Q1 		$228K Buy
+9,959
New +$235K ﹤0.01% 2356
2021
Q2 		– Sell
-14,390
Closed -$367K – 2612
2021
Q1 		$367K Hold
14,390
– – ﹤0.01% 2221
2020
Q4 		$344K Hold
14,390
– – ﹤0.01% 2207
2020
Q3 		$303K Buy
+14,390
New +$308K ﹤0.01% 2147
2020
Q2 		– Sell
-14,140
Closed -$271K – 2456
2020
Q1 		$271K Sell
14,140
-33,860
-71% -$864K ﹤0.01% 2096
2019
Q4 		$1.33M Buy
48,000
+11,940
+33% +$335K ﹤0.01% 1769
2019
Q3 		$1.01M Buy
+36,060
New +$987K ﹤0.01% 1851
2017
Q4 		– Sell
-11,500
Closed -$294K – 2358
2017
Q3 		$294K Buy
+11,500
New +$296K ﹤0.01% 2151

Other funds holding REET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Prudential Financial's REET Position: Q4 2023 in Review

Prudential Financial sold out of iShares Global REIT ETF (REET) in Q4 2023, closing a stake of 10,411 shares — an estimated $220K sold.

Prudential Financial first reported a position in REET in Q3 2017 and held it in 10 quarters. The position peaked at $1.33M in Q4 2019. 274 funds tracked by Wall St. Rank hold REET as of Q4 2023.

  • Prudential Financial reported no remaining iShares Global REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Prudential Financial sold 10,411 iShares Global REIT ETF shares in Q4 2023, an estimated $220K.
  • Prudential Financial first reported a position in iShares Global REIT ETF in Q3 2017 and held it in 10 quarters.
  • Prudential Financial's iShares Global REIT ETF position peaked at $1.33M in Q4 2019.
  • 274 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2023.

Based on Prudential Financial's 13F filing for Q4 2023, filed 13 Feb 2024.