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Sequoia Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

Sequoia Financial Advisors’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
-11,327
Closed -$274K – 575
2022
Q2 		$274K Sell
11,327
-157
-1% -$4.18K 0.01% 469
2022
Q1 		$335K Sell
11,484
-2,702
-19% -$77.2K 0.01% 471
2021
Q4 		$434K Buy
+14,186
New +$415K 0.01% 357
2021
Q3 		– Sell
-21,800
Closed -$604K – 405
2021
Q2 		$604K Sell
21,800
-239,802
-92% -$6.55M 0.02% 251
2021
Q1 		$6.67M Buy
261,602
+69,406
+36% +$1.71M 0.28% 55
2020
Q4 		$4.6M Buy
192,196
+44,937
+31% +$1.01M 0.21% 66
2020
Q3 		$3.1M Buy
147,259
+67,480
+85% +$1.44M 0.16% 84
2020
Q2 		$1.67M Sell
79,779
-5,000
-6% -$101K 0.1% 106
2020
Q1 		$1.62M Buy
84,779
+23,110
+37% +$589K 0.12% 89
2019
Q4 		$1.7M Buy
61,669
+7,947
+15% +$223K 0.11% 108
2019
Q3 		$1.51M Buy
53,722
+12,084
+29% +$331K 0.11% 102
2019
Q2 		$1.11M Buy
+41,638
New +$1.11M 0.08% 121

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 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
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sequoia Financial Advisors's REET Position: Q3 2022 in Review

Sequoia Financial Advisors sold out of iShares Global REIT ETF (REET) in Q3 2022, closing a stake of 11,327 shares — an estimated $274K sold.

Sequoia Financial Advisors first reported a position in REET in Q2 2019 and held it in 12 quarters. The position peaked at $6.67M in Q1 2021. 240 funds tracked by Wall St. Rank hold REET as of Q3 2022.

  • Sequoia Financial Advisors reported no remaining iShares Global REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Sequoia Financial Advisors sold 11,327 iShares Global REIT ETF shares in Q3 2022, an estimated $274K.
  • Sequoia Financial Advisors first reported a position in iShares Global REIT ETF in Q2 2019 and held it in 12 quarters.
  • Sequoia Financial Advisors's iShares Global REIT ETF position peaked at $6.67M in Q1 2021.
  • 240 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2022.

Based on Sequoia Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.