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Stratos Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Stratos Wealth Advisors’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
Q3 		– Sell
-17,154
Closed -$415K – 526
2022
Q2 		$415K Sell
17,154
-241
-1% -$6.42K 0.04% 392
2022
Q1 		$508K Buy
+17,395
New +$497K 0.04% 374

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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
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
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stratos Wealth Advisors's REET Position: Q3 2022 in Review

Stratos Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q3 2022, closing a stake of 17,154 shares — an estimated $415K sold.

Stratos Wealth Advisors first reported a position in REET in Q1 2022 and held it in 2 quarters. The position peaked at $508K in Q1 2022. 240 funds tracked by Wall St. Rank hold REET as of Q3 2022.

  • Stratos Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Stratos Wealth Advisors sold 17,154 iShares Global REIT ETF shares in Q3 2022, an estimated $415K.
  • Stratos Wealth Advisors first reported a position in iShares Global REIT ETF in Q1 2022 and held it in 2 quarters.
  • Stratos Wealth Advisors's iShares Global REIT ETF position peaked at $508K in Q1 2022.
  • 240 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2022.

Based on Stratos Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.