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Summit Wealth Group’s iShares Global REIT ETF REET Stock Holding History

Summit Wealth Group’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
Q2 		– Sell
-29,098
Closed -$1K – 218
2023
Q1 		$1K Buy
+29,098
New +$687K 0.02% 133

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VA
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M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Wealth Group's REET Position: Q2 2023 in Review

Summit Wealth Group sold out of iShares Global REIT ETF (REET) in Q2 2023, closing a stake of 29,098 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in REET in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 254 funds tracked by Wall St. Rank hold REET as of Q2 2023.

  • Summit Wealth Group reported no remaining iShares Global REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 29,098 iShares Global REIT ETF shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in iShares Global REIT ETF in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's iShares Global REIT ETF position peaked at $1K in Q1 2023.
  • 254 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.