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Savvy Advisors Inc’s iShares Global REIT ETF REET Stock Holding History

Savvy Advisors Inc’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
-11,539
Closed -$279K – 228
2023
Q4 		$279K Buy
+11,539
New +$252K 0.27% 119

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Savvy Advisors Inc's REET Position: Q1 2024 in Review

Savvy Advisors Inc sold out of iShares Global REIT ETF (REET) in Q1 2024, closing a stake of 11,539 shares — an estimated $279K sold.

Savvy Advisors Inc first reported a position in REET in Q4 2023 and held it in 1 quarter. The position peaked at $279K in Q4 2023. 266 funds tracked by Wall St. Rank hold REET as of Q1 2024.

  • Savvy Advisors Inc reported no remaining iShares Global REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Savvy Advisors Inc sold 11,539 iShares Global REIT ETF shares in Q1 2024, an estimated $279K.
  • Savvy Advisors Inc first reported a position in iShares Global REIT ETF in Q4 2023 and held it in 1 quarter.
  • Savvy Advisors Inc's iShares Global REIT ETF position peaked at $279K in Q4 2023.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2024.

Based on Savvy Advisors Inc's 13F filing for Q1 2024, filed 13 May 2024.