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Retirement Group’s iShares Global REIT ETF REET Stock Holding History

Retirement Group’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
Q1 		$65.3K Hold
2,759
– – 0.02% 202
2023
Q4 		$66.7K Sell
2,759
-555
-17% -$12.1K 0.03% 190
2023
Q3 		$70.2K Hold
3,314
– – 0.03% 172
2023
Q2 		$76.1K Hold
3,314
– – 0.03% 163
2023
Q1 		$76K Hold
3,314
– – 0.03% 156
2022
Q4 		$75K Buy
+3,314
New +$73.9K 0.04% 149
2022
Q3 		– Sell
-7,290
Closed -$174K – 732
2022
Q2 		$174K Buy
7,290
+3,314
+83% +$88.2K 0.07% 114
2022
Q1 		$118K Buy
3,976
+140
+4% +$4K 0.05% 152
2021
Q4 		$125K Buy
3,836
+22
+0.6% +$643 0.05% 150
2021
Q3 		$108K Buy
3,814
+800
+27% +$22.9K 0.05% 157
2021
Q2 		$84K Buy
3,014
+14
+0.5% +$382 0.04% 173
2021
Q1 		$76K Buy
3,000
+410
+16% +$10.1K 0.03% 220
2020
Q4 		$61K Buy
2,590
+162
+7% +$3.65K 0.03% 235
2020
Q3 		$51K Buy
2,428
+65
+3% +$1.39K 0.03% 239
2020
Q2 		$49K Buy
+2,363
New +$47.8K 0.03% 238
2019
Q4 		$20K Buy
+716
New +$20.1K 0.01% 325

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Retirement Group's REET Position: Q1 2024 in Review

Retirement Group held its iShares Global REIT ETF (REET) position steady in Q1 2024 at 2,759 shares worth $65.3K. The position accounts for 0.02% of the portfolio, ranked #202.

Retirement Group first reported a position in REET in Q4 2019 and has held it in 16 quarters since. The position peaked at $174K in Q2 2022. 266 funds tracked by Wall St. Rank hold REET as of Q1 2024.

  • Retirement Group held 2,759 shares of iShares Global REIT ETF worth $65.3K as of Q1 2024.
  • Retirement Group left its iShares Global REIT ETF share count unchanged in Q1 2024.
  • iShares Global REIT ETF made up 0.02% of Retirement Group's portfolio in Q1 2024, its #202 holding.
  • Retirement Group first reported a position in iShares Global REIT ETF in Q4 2019 and has held it in 16 quarters since.
  • Retirement Group's iShares Global REIT ETF position peaked at $174K in Q2 2022.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.