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Robertson Stephens Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Robertson Stephens Wealth Management’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 		– Sell
-39,567
Closed -$957K – 505
2023
Q4 		$957K Buy
39,567
+323
+0.8% +$7.07K 0.06% 228
2023
Q3 		$840K Buy
+39,244
New +$898K 0.06% 230

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

Robertson Stephens Wealth Management's REET Position: Q1 2024 in Review

Robertson Stephens Wealth Management sold out of iShares Global REIT ETF (REET) in Q1 2024, closing a stake of 39,567 shares — an estimated $957K sold.

Robertson Stephens Wealth Management first reported a position in REET in Q3 2023 and held it in 2 quarters. The position peaked at $957K in Q4 2023. 266 funds tracked by Wall St. Rank hold REET as of Q1 2024.

  • Robertson Stephens Wealth Management reported no remaining iShares Global REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 39,567 iShares Global REIT ETF shares in Q1 2024, an estimated $957K.
  • Robertson Stephens Wealth Management first reported a position in iShares Global REIT ETF in Q3 2023 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's iShares Global REIT ETF position peaked at $957K in Q4 2023.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.