SAG
SageView Advisory Group’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73M | Buy |
2,951,690
+288,303
| +11% | +$7.13M | 2.76% | 9 |
|
|
2025
Q1 | $64.6M | Buy |
2,663,387
+285,627
| +12% | +$6.93M | 2.76% | 8 |
|
|
2024
Q4 | $57M | Buy |
2,377,760
+461,046
| +24% | +$11.1M | 2.45% | 9 |
|
|
2024
Q3 | $51.2M | Sell |
1,916,714
-371,956
| -16% | -$9.93M | 2.6% | 8 |
|
|
2024
Q2 | $53.2M | Buy |
+2,288,670
| New | +$53.2M | 2.47% | 9 |
|
|
2024
Q1 | – | Sell |
-2,378,756
| Closed | -$55.4M | – | 766 |
|
|
2023
Q4 | $55.4M | Buy |
2,378,756
+716,890
| +43% | +$16.7M | 2.39% | 8 |
|
|
2023
Q3 | $35.2M | Buy |
1,661,866
+809,652
| +95% | +$17.1M | 2.02% | 9 |
|
|
2023
Q2 | $19.6M | Buy |
852,214
+211,983
| +33% | +$4.87M | 1.09% | 13 |
|
|
2023
Q1 | $14.7M | Buy |
640,231
+220,749
| +53% | +$5.06M | 0.94% | 15 |
|
|
2022
Q4 | $9.53M | Buy |
+419,482
| New | +$9.53M | 0.77% | 25 |
|