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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

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

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.