RE Dickinson Investment Advisors’s iREIT MarketVector Quality REIT Index ETF IRET Stock Holding History

RE Dickinson Investment Advisors’s Portfolio IRET Stock Details IRET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$101K	Hold	500	–	–	0.01%	164
2024 Q3	$11.4K	Hold	500	–	–	0.01%	156
2024 Q2	$10K	Hold	500	–	–	0.01%	158
2024 Q1	$10K	Buy	+500	New	+$10.1K	0.01%	159

Other funds holding IRET

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RE Dickinson Investment Advisors's IRET Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its iREIT MarketVector Quality REIT Index ETF (IRET) position steady in Q4 2024 at 500 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #164.

RE Dickinson Investment Advisors first reported a position in IRET in Q1 2024 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold IRET as of Q4 2024.

RE Dickinson Investment Advisors held 500 shares of iREIT MarketVector Quality REIT Index ETF worth $101K as of Q4 2024.
RE Dickinson Investment Advisors left its iREIT MarketVector Quality REIT Index ETF share count unchanged in Q4 2024.
iREIT MarketVector Quality REIT Index ETF made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #164 holding.
RE Dickinson Investment Advisors first reported a position in iREIT MarketVector Quality REIT Index ETF in Q1 2024 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held iREIT MarketVector Quality REIT Index ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.