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Romano Brothers & Co’s iShares Global REIT ETF REET Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-4,000
Closed -$90.8K – 817
2022
Q4 		$90.8K Buy
+4,000
New +$89.2K 0.01% 383

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M&T Bank
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SC
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PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Romano Brothers & Co's REET Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares Global REIT ETF (REET) in Q1 2023, closing a stake of 4,000 shares — an estimated $90.8K sold.

Romano Brothers & Co first reported a position in REET in Q4 2022 and held it in 1 quarter. The position peaked at $90.8K in Q4 2022. 250 funds tracked by Wall St. Rank hold REET as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares Global REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 4,000 iShares Global REIT ETF shares in Q1 2023, an estimated $90.8K.
  • Romano Brothers & Co first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares Global REIT ETF position peaked at $90.8K in Q4 2022.
  • 250 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.