Sound Income Strategies’s iShares Global REIT ETF REET Stock Holding History

Sound Income Strategies’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 Q4	–	Sell	-157	Closed	-$3.32K	–	1384
2023 Q3	$3.32K	Buy	+157	New	+$3.59K	﹤0.01%	828
2021 Q2	–	Sell	-61	Closed	-$1.55K	–	1004
2021 Q1	$1.55K	Buy	+61	New	+$1.51K	﹤0.01%	791
2020 Q2	–	Sell	-266	Closed	-$5K	–	853
2020 Q1	$5K	Sell	266 -665	-71%	-$17K	﹤0.01%	460
2019 Q4	$26K	Sell	931 -71	-7%	-$1.99K	0.01%	205
2019 Q3	$28K	Sell	1,002 -165	-14%	-$4.52K	0.01%	176
2019 Q2	$31K	Sell	1,167 -338	-22%	-$9.03K	0.01%	179
2019 Q1	$40K	Sell	1,505 -2,482	-62%	-$63.9K	0.02%	147
2018 Q4	$93K	Sell	3,987 -1,360	-25%	-$33.5K	0.05%	87
2018 Q3	$135K	Buy	+5,347	New	+$139K	0.07%	71

Other funds holding REET

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 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

Sound Income Strategies's REET Position: Q4 2023 in Review

Sound Income Strategies sold out of iShares Global REIT ETF (REET) in Q4 2023, closing a stake of 157 shares — an estimated $3.32K sold.

Sound Income Strategies first reported a position in REET in Q3 2018 and held it in 9 quarters. The position peaked at $135K in Q3 2018. 274 funds tracked by Wall St. Rank hold REET as of Q4 2023.

Sound Income Strategies reported no remaining iShares Global REIT ETF position as of Q4 2023 after selling out during the quarter.
Sound Income Strategies sold 157 iShares Global REIT ETF shares in Q4 2023, an estimated $3.32K.
Sound Income Strategies first reported a position in iShares Global REIT ETF in Q3 2018 and held it in 9 quarters.
Sound Income Strategies's iShares Global REIT ETF position peaked at $135K in Q3 2018.
274 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2023.

Based on Sound Income Strategies's 13F filing for Q4 2023, filed 10 Jan 2024.