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Sightline Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Sightline Wealth 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
-12,967
Closed -$313K – 53
2022
Q2 		$313K Buy
12,967
+2,464
+23% +$65.6K 0.31% 41
2022
Q1 		$307K Buy
+10,503
New +$300K 0.26% 43

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

Sightline Wealth Advisors's REET Position: Q3 2022 in Review

Sightline Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q3 2022, closing a stake of 12,967 shares — an estimated $313K sold.

Sightline Wealth Advisors first reported a position in REET in Q1 2022 and held it in 2 quarters. The position peaked at $313K in Q2 2022. 240 funds tracked by Wall St. Rank hold REET as of Q3 2022.

  • Sightline Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Sightline Wealth Advisors sold 12,967 iShares Global REIT ETF shares in Q3 2022, an estimated $313K.
  • Sightline Wealth Advisors first reported a position in iShares Global REIT ETF in Q1 2022 and held it in 2 quarters.
  • Sightline Wealth Advisors's iShares Global REIT ETF position peaked at $313K in Q2 2022.
  • 240 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2022.

Based on Sightline Wealth Advisors's 13F filing for Q3 2022, filed 27 Oct 2022.