Sterneck Capital Management’s iShares Global REIT ETF REET Stock Holding History

Sterneck Capital Management’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 Q1	–	Sell	-45,600	Closed	-$1.4M	–	106
2021 Q4	$1.4M	Sell	45,600 -444	-1%	-$13K	0.83%	31
2021 Q3	$1.26M	Sell	46,044 -514	-1%	-$14.7K	0.8%	34
2021 Q2	$1.34M	Buy	46,558 +541	+1%	+$14.8K	0.83%	33
2021 Q1	$1.17M	Buy	46,017 +7,820	+20%	+$193K	0.82%	31
2020 Q4	$914K	Buy	+38,197	New	+$860K	0.69%	33

Other funds holding REET

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sterneck Capital Management's REET Position: Q1 2022 in Review

Sterneck Capital Management sold out of iShares Global REIT ETF (REET) in Q1 2022, closing a stake of 45,600 shares — an estimated $1.4M sold.

Sterneck Capital Management first reported a position in REET in Q4 2020 and held it in 5 quarters. The position peaked at $1.4M in Q4 2021. 268 funds tracked by Wall St. Rank hold REET as of Q1 2022.

Sterneck Capital Management reported no remaining iShares Global REIT ETF position as of Q1 2022 after selling out during the quarter.
Sterneck Capital Management sold 45,600 iShares Global REIT ETF shares in Q1 2022, an estimated $1.4M.
Sterneck Capital Management first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 5 quarters.
Sterneck Capital Management's iShares Global REIT ETF position peaked at $1.4M in Q4 2021.
268 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2022.

Based on Sterneck Capital Management's 13F filing for Q1 2022, filed 3 May 2022.