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SJS Investment Consulting’s iShares Global REIT ETF REET Stock Holding History

SJS Investment Consulting’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
-177
Closed -$4.07K – 1646
2023
Q2 		$4.07K Sell
177
-8
-4% -$182 ﹤0.01% 393
2023
Q1 		$4.24K Sell
185
-582
-76% -$13.7K ﹤0.01% 391
2022
Q4 		$17.4K Sell
767
-1,662
-68% -$37.1K 0.01% 245
2022
Q3 		$52K Buy
+2,429
New +$59.8K 0.02% 160
2022
Q1 		$11K Buy
382
+4
+1% +$114 ﹤0.01% 382
2021
Q4 		$12K Buy
+378
New +$11K ﹤0.01% 353

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VA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SJS Investment Consulting's REET Position: Q3 2023 in Review

SJS Investment Consulting sold out of iShares Global REIT ETF (REET) in Q3 2023, closing a stake of 177 shares — an estimated $4.07K sold.

SJS Investment Consulting first reported a position in REET in Q4 2021 and held it in 6 quarters. The position peaked at $52K in Q3 2022. 248 funds tracked by Wall St. Rank hold REET as of Q3 2023.

  • SJS Investment Consulting reported no remaining iShares Global REIT ETF position as of Q3 2023 after selling out during the quarter.
  • SJS Investment Consulting sold 177 iShares Global REIT ETF shares in Q3 2023, an estimated $4.07K.
  • SJS Investment Consulting first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 6 quarters.
  • SJS Investment Consulting's iShares Global REIT ETF position peaked at $52K in Q3 2022.
  • 248 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2023.

Based on SJS Investment Consulting's 13F filing for Q3 2023, filed 17 Oct 2023.