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Robinswood Financial’s iShares Global REIT ETF REET Stock Holding History

Robinswood Financial’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
Q4 		– Sell
-5
Closed -$105 – 264
2023
Q3 		$105 Hold
5
– – ﹤0.01% 241
2023
Q2 		$114 Buy
+5
New +$114 ﹤0.01% 220

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Robinswood Financial's REET Position: Q4 2023 in Review

Robinswood Financial sold out of iShares Global REIT ETF (REET) in Q4 2023, closing a stake of 5 shares — an estimated $105 sold.

Robinswood Financial first reported a position in REET in Q2 2023 and held it in 2 quarters. The position peaked at $114 in Q2 2023. 274 funds tracked by Wall St. Rank hold REET as of Q4 2023.

  • Robinswood Financial reported no remaining iShares Global REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Robinswood Financial sold 5 iShares Global REIT ETF shares in Q4 2023, an estimated $105.
  • Robinswood Financial first reported a position in iShares Global REIT ETF in Q2 2023 and held it in 2 quarters.
  • Robinswood Financial's iShares Global REIT ETF position peaked at $114 in Q2 2023.
  • 274 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2023.

Based on Robinswood Financial's 13F filing for Q4 2023, filed 15 Jul 2026.