Sigma Planning Corp’s iShares Global REIT ETF REET Stock Holding History

Sigma Planning Corp’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
2023 Q3	–	Sell	-17,559	Closed	-$403K	–	1289
2023 Q2	$403K	Sell	17,559 -3,770	-18%	-$85.9K	0.01%	825
2023 Q1	$489K	Buy	21,329 +916	+4%	+$21.6K	0.02%	800
2022 Q4	$464K	Sell	20,413 -744	-4%	-$16.6K	0.02%	785
2022 Q3	$450K	Buy	21,157 +5,932	+39%	+$146K	0.02%	774
2022 Q2	$368K	Buy	15,225 +8,137	+115%	+$217K	0.01%	889
2022 Q1	$207K	Sell	7,088 -3,703	-34%	-$106K	0.01%	1246
2021 Q4	$330K	Buy	+10,791	New	+$315K	0.01%	1035
2020 Q2	–	Sell	-12,433	Closed	-$238K	–	1097
2020 Q1	$238K	Buy	12,433 +33	+0.3%	+$842	0.01%	727
2019 Q4	$343K	Buy	+12,400	New	+$348K	0.01%	734

Other funds holding REET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sigma Planning Corp's REET Position: Q3 2023 in Review

Sigma Planning Corp sold out of iShares Global REIT ETF (REET) in Q3 2023, closing a stake of 17,559 shares — an estimated $403K sold.

Sigma Planning Corp first reported a position in REET in Q4 2019 and held it in 9 quarters. The position peaked at $489K in Q1 2023. 248 funds tracked by Wall St. Rank hold REET as of Q3 2023.

Sigma Planning Corp reported no remaining iShares Global REIT ETF position as of Q3 2023 after selling out during the quarter.
Sigma Planning Corp sold 17,559 iShares Global REIT ETF shares in Q3 2023, an estimated $403K.
Sigma Planning Corp first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 9 quarters.
Sigma Planning Corp's iShares Global REIT ETF position peaked at $489K in Q1 2023.
248 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.