RJFSA
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Raymond James Financial Services Advisors’s iShares Global REIT ETF REET Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$1.7M Sell
63,708
-4,327
-6% -$109K ﹤0.01% 1836
2024
Q2 		$1.58M Sell
68,035
-49,103
-42% -$1.12M ﹤0.01% 1808
2024
Q1 		$2.77M Buy
117,138
+13,733
+13% +$321K ﹤0.01% 1471
2023
Q4 		$2.5M Sell
103,405
-12,262
-11% -$268K ﹤0.01% 1456
2023
Q3 		$2.45M Buy
115,667
+1,073
+0.9% +$24.6K ﹤0.01% 1396
2023
Q2 		$2.63M Buy
114,594
+5,035
+5% +$115K ﹤0.01% 1369
2023
Q1 		$2.51M Buy
109,559
+33,041
+43% +$780K ﹤0.01% 1357
2022
Q4 		$1.74M Sell
76,518
-173,895
-69% -$3.88M ﹤0.01% 1516
2022
Q3 		$5.33M Buy
250,413
+174,692
+231% +$4.3M 0.01% 886
2022
Q2 		$1.83M Sell
75,721
-21,657
-22% -$576K ﹤0.01% 1485
2022
Q1 		$2.84M Buy
97,378
+4,217
+5% +$120K 0.01% 1305
2021
Q4 		$2.85M Buy
93,161
+28,645
+44% +$837K 0.01% 1311
2021
Q3 		$1.77M Buy
64,516
+3,637
+6% +$104K ﹤0.01% 1564
2021
Q2 		$1.69M Buy
60,879
+6,055
+11% +$165K ﹤0.01% 1586
2021
Q1 		$1.4M Buy
54,824
+70
+0.1% +$1.73K ﹤0.01% 1618
2020
Q4 		$1.31M Sell
54,754
-49,162
-47% -$1.11M ﹤0.01% 1542
2020
Q3 		$2.19M Buy
103,916
+44,298
+74% +$947K 0.01% 1126
2020
Q2 		$1.25M Sell
59,618
-198,281
-77% -$4.01M ﹤0.01% 1357
2020
Q1 		$4.94M Sell
257,899
-27,383
-10% -$698K 0.02% 548
2019
Q4 		$7.88M Buy
285,282
+3,943
+1% +$111K 0.03% 579
2019
Q3 		$7.9M Sell
281,339
-59,079
-17% -$1.62M 0.03% 536
2019
Q2 		$9.08M Buy
340,418
+3,719
+1% +$99.3K 0.03% 474
2019
Q1 		$9M Sell
336,699
-22,492
-6% -$579K 0.04% 458
2018
Q4 		$8.41M Buy
359,191
+14,024
+4% +$345K 0.04% 399
2018
Q3 		$8.71M Sell
345,167
-52,770
-13% -$1.37M 0.04% 464
2018
Q2 		$10.2M Buy
397,937
+14,720
+4% +$369K 0.05% 373
2018
Q1 		$9.41M Sell
383,217
-10,553
-3% -$262K 0.05% 365
2017
Q4 		$10.3M Sell
393,770
-33,449
-8% -$863K 0.06% 344
2017
Q3 		$10.9M Buy
427,219
+181,935
+74% +$4.68M 0.07% 320
2017
Q2 		$6.25M Buy
245,284
+43,459
+22% +$1.11M 0.04% 434
2017
Q1 		$5.11M Buy
201,825
+133,070
+194% +$3.38M 0.04% 479
2016
Q4 		$1.74M Buy
+68,755
New +$1.74M 0.01% 852

Other funds holding REET

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 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

Raymond James Financial Services Advisors's REET Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its iShares Global REIT ETF (REET) stake by 6.4% in Q3 2024, selling an estimated $109K and leaving 63,708 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Raymond James Financial Services Advisors first reported a position in REET in Q4 2016 and has held it in 32 quarters since. The position peaked at $10.9M in Q3 2017. 271 funds tracked by Wall St. Rank hold REET as of Q3 2024.

  • Raymond James Financial Services Advisors held 63,708 shares of iShares Global REIT ETF worth $1.7M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 4,327 iShares Global REIT ETF shares in Q3 2024, an estimated $109K.
  • iShares Global REIT ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1836 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares Global REIT ETF in Q4 2016 and has held it in 32 quarters since.
  • Raymond James Financial Services Advisors's iShares Global REIT ETF position peaked at $10.9M in Q3 2017.
  • 271 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.