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Relaxing Retirement Coach’s iShares Global REIT ETF REET Stock Holding History

Relaxing Retirement Coach’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
Q2 		$206K Buy
+8,967
New +$204K 0.06% 73

Other funds holding REET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Relaxing Retirement Coach's REET Position: Q2 2023 in Review

Relaxing Retirement Coach opened a new position in iShares Global REIT ETF (REET) in Q2 2023: 8,967 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #73 among its holdings.

254 funds tracked by Wall St. Rank hold REET as of Q2 2023.

  • Relaxing Retirement Coach held 8,967 shares of iShares Global REIT ETF worth $206K as of Q2 2023.
  • iShares Global REIT ETF was a new Relaxing Retirement Coach position in Q2 2023.
  • iShares Global REIT ETF made up 0.06% of Relaxing Retirement Coach's portfolio in Q2 2023, its #73 holding.
  • 254 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.