SeaCrest Wealth Management’s iShares Global REIT ETF REET Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-3,438	Closed	-$83K	–	1305
2022 Q2	$83K	Buy	+3,438	New	+$91.5K	0.01%	931
2019 Q2	–	Sell	-436	Closed	-$12K	–	1551
2019 Q1	$12K	Hold	436	–	–	﹤0.01%	1478
2018 Q4	$10K	Buy	+436	New	+$10.7K	﹤0.01%	1503

Other funds holding REET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

SeaCrest Wealth Management's REET Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares Global REIT ETF (REET) in Q3 2022, closing a stake of 3,438 shares — an estimated $83K sold.

SeaCrest Wealth Management first reported a position in REET in Q4 2018 and held it in 3 quarters. The position peaked at $83K in Q2 2022. 239 funds tracked by Wall St. Rank hold REET as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares Global REIT ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 3,438 iShares Global REIT ETF shares in Q3 2022, an estimated $83K.
SeaCrest Wealth Management first reported a position in iShares Global REIT ETF in Q4 2018 and held it in 3 quarters.
SeaCrest Wealth Management's iShares Global REIT ETF position peaked at $83K in Q2 2022.
239 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.