Realta Investment Advisors’s iShares Global REIT ETF REET Stock Holding History

Realta Investment 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	–	Sell	-812	Closed	-$18.9K	–	679
2024 Q2	$18.9K	Buy	812 +1	+0.1%	+$23	﹤0.01%	623
2024 Q1	$19.2K	Buy	+811	New	+$19K	﹤0.01%	643
2023 Q4	–	Sell	-829	Closed	-$19K	–	712
2023 Q3	$19K	Hold	829	–	–	﹤0.01%	620
2023 Q2	$19K	Buy	+829	New	+$18.9K	﹤0.01%	663
2023 Q1	–	Sell	-1,525	Closed	-$34.6K	–	729
2022 Q4	$34.6K	Sell	1,525 -32	-2%	-$713	0.01%	586
2022 Q3	$33K	Buy	+1,557	New	+$38.4K	0.01%	569
2020 Q1	–	Sell	-5,415	Closed	-$154K	–	1140
2019 Q4	$154K	Sell	5,415 -123	-2%	-$3.45K	0.04%	394
2019 Q3	$156K	Buy	5,538 +1,845	+50%	+$50.5K	0.04%	386
2019 Q2	$98K	Buy	3,693 +2,666	+260%	+$71.2K	0.03%	506
2019 Q1	$28K	Buy	+1,027	New	+$26.4K	0.01%	682

Other funds holding REET

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Realta Investment Advisors's REET Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Global REIT ETF (REET) in Q3 2024, closing a stake of 812 shares — an estimated $18.9K sold.

Realta Investment Advisors first reported a position in REET in Q1 2019 and held it in 10 quarters. The position peaked at $156K in Q3 2019. 271 funds tracked by Wall St. Rank hold REET as of Q3 2024.

Realta Investment Advisors reported no remaining iShares Global REIT ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 812 iShares Global REIT ETF shares in Q3 2024, an estimated $18.9K.
Realta Investment Advisors first reported a position in iShares Global REIT ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's iShares Global REIT ETF position peaked at $156K in Q3 2019.
271 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.