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Sterling Investment Counsel’s iShares Global REIT ETF REET Stock Holding History

Sterling Investment Counsel’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
2024
Q1 		– Sell
-8,533
Closed -$206K – 176
2023
Q4 		$206K Buy
+8,533
New +$187K 0.11% 151

Other funds holding REET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Partners Capital Investment Group
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Sterling Investment Counsel's REET Position: Q1 2024 in Review

Sterling Investment Counsel sold out of iShares Global REIT ETF (REET) in Q1 2024, closing a stake of 8,533 shares — an estimated $206K sold.

Sterling Investment Counsel first reported a position in REET in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 266 funds tracked by Wall St. Rank hold REET as of Q1 2024.

  • Sterling Investment Counsel reported no remaining iShares Global REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Sterling Investment Counsel sold 8,533 iShares Global REIT ETF shares in Q1 2024, an estimated $206K.
  • Sterling Investment Counsel first reported a position in iShares Global REIT ETF in Q4 2023 and held it in 1 quarter.
  • Sterling Investment Counsel's iShares Global REIT ETF position peaked at $206K in Q4 2023.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2024.

Based on Sterling Investment Counsel's 13F filing for Q1 2024, filed 26 Apr 2024.