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Sterling Financial Planning’s iShares Global REIT ETF REET Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-347
Closed -$10K – 322
2021
Q3 		$10K Buy
+347
New +$9.95K 0.01% 321

Other funds holding REET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

Sterling Financial Planning's REET Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares Global REIT ETF (REET) in Q4 2021, closing a stake of 347 shares — an estimated $10K sold.

Sterling Financial Planning first reported a position in REET in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 259 funds tracked by Wall St. Rank hold REET as of Q4 2021.

  • Sterling Financial Planning reported no remaining iShares Global REIT ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 347 iShares Global REIT ETF shares in Q4 2021, an estimated $10K.
  • Sterling Financial Planning first reported a position in iShares Global REIT ETF in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's iShares Global REIT ETF position peaked at $10K in Q3 2021.
  • 259 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.