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Silver Oak Securities’s iShares Global REIT ETF REET Stock Holding History

Silver Oak Securities’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
-21,921
Closed -$549K – 491
2022
Q2 		$549K Sell
21,921
-1,779
-8% -$47.4K 0.12% 122
2022
Q1 		$694K Buy
+23,700
New +$677K 0.14% 141

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CFA
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Silver Oak Securities's REET Position: Q3 2022 in Review

Silver Oak Securities sold out of iShares Global REIT ETF (REET) in Q3 2022, closing a stake of 21,921 shares — an estimated $549K sold.

Silver Oak Securities first reported a position in REET in Q1 2022 and held it in 2 quarters. The position peaked at $694K in Q1 2022. 240 funds tracked by Wall St. Rank hold REET as of Q3 2022.

  • Silver Oak Securities reported no remaining iShares Global REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Silver Oak Securities sold 21,921 iShares Global REIT ETF shares in Q3 2022, an estimated $549K.
  • Silver Oak Securities first reported a position in iShares Global REIT ETF in Q1 2022 and held it in 2 quarters.
  • Silver Oak Securities's iShares Global REIT ETF position peaked at $694K in Q1 2022.
  • 240 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2022.

Based on Silver Oak Securities's 13F filing for Q3 2022, filed 20 Oct 2022.