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Schoolcraft Capital’s iShares Global REIT ETF REET Stock Holding History

Schoolcraft Capital’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
2021
Q3 		– Sell
-15,278
Closed -$424K – 54
2021
Q2 		$424K Hold
15,278
– – 0.15% 37
2021
Q1 		$389K Hold
15,278
– – 0.16% 36
2020
Q4 		$366K Hold
15,278
– – 0.15% 34
2020
Q3 		$321K Hold
15,278
– – 0.15% 36
2020
Q2 		$319K Hold
15,278
– – 0.16% 37
2020
Q1 		$293K Buy
+15,278
New +$390K 0.18% 41

Other funds holding REET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

Schoolcraft Capital's REET Position: Q3 2021 in Review

Schoolcraft Capital sold out of iShares Global REIT ETF (REET) in Q3 2021, closing a stake of 15,278 shares — an estimated $424K sold.

Schoolcraft Capital first reported a position in REET in Q1 2020 and held it in 6 quarters. The position peaked at $424K in Q2 2021. 218 funds tracked by Wall St. Rank hold REET as of Q3 2021.

  • Schoolcraft Capital reported no remaining iShares Global REIT ETF position as of Q3 2021 after selling out during the quarter.
  • Schoolcraft Capital sold 15,278 iShares Global REIT ETF shares in Q3 2021, an estimated $424K.
  • Schoolcraft Capital first reported a position in iShares Global REIT ETF in Q1 2020 and held it in 6 quarters.
  • Schoolcraft Capital's iShares Global REIT ETF position peaked at $424K in Q2 2021.
  • 218 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2021.

Based on Schoolcraft Capital's 13F filing for Q3 2021, filed 18 Oct 2023.