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

Sutton 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
2023
Q3 		$1.33K Buy
63
+4
+7% +$92 ﹤0.01% 771
2023
Q2 		$1.35K Buy
59
+1
+2% +$23 ﹤0.01% 748
2023
Q1 		$1.33K Buy
58
+3
+5% +$71 ﹤0.01% 700
2022
Q4 		$1.25K Buy
55
+2
+4% +$45 ﹤0.01% 1273
2022
Q3 		$1.13K Hold
53
– – ﹤0.01% 1262
2022
Q2 		$1.28K Hold
53
– – ﹤0.01% 1235
2022
Q1 		$1.55K Hold
53
– – ﹤0.01% 1240
2021
Q4 		$1.62K Sell
53
-1
-2% -$29 ﹤0.01% 1231
2021
Q3 		$1.48K Hold
54
– – ﹤0.01% 1209
2021
Q2 		$1.5K Hold
54
– – ﹤0.01% 1197
2021
Q1 		$1.38K Hold
54
– – ﹤0.01% 1177
2020
Q4 		$1.29K Hold
54
– – ﹤0.01% 1155
2020
Q3 		$1.14K Sell
54
-144
-73% -$3.08K ﹤0.01% 1123
2020
Q2 		$4.13K Buy
198
+39
+25% +$789 ﹤0.01% 957
2020
Q1 		$3.04K Buy
159
+11
+7% +$281 ﹤0.01% 970
2019
Q4 		$4.09K Buy
148
+38
+35% +$1.07K ﹤0.01% 974
2019
Q3 		$3.09K Hold
110
– – ﹤0.01% 1010
2019
Q2 		$2.93K Hold
110
– – ﹤0.01% 1005
2019
Q1 		$2.94K Sell
110
-11
-9% -$283 ﹤0.01% 1003
2018
Q4 		$2.83K Sell
121
-106
-47% -$2.61K ﹤0.01% 955
2018
Q3 		$5.72K Buy
227
+119
+110% +$3.08K ﹤0.01% 883
2018
Q2 		$2.77K Hold
108
– – ﹤0.01% 984
2018
Q1 		$2.65K Buy
108
+10
+10% +$248 ﹤0.01% 981
2017
Q4 		$2.56K Buy
98
+3
+3% +$77 ﹤0.01% 953
2017
Q3 		$2.43K Buy
95
+70
+280% +$1.8K ﹤0.01% 939
2017
Q2 		$637 Buy
+25
New +$641 ﹤0.01% 1025

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sutton Wealth Advisors's REET Position: Q3 2023 in Review

Sutton Wealth Advisors increased its iShares Global REIT ETF (REET) stake by 6.8% in Q3 2023, buying an estimated $92 and bringing the position to 63 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Sutton Wealth Advisors first reported a position in REET in Q2 2017 and has held it in 26 quarters since. The position peaked at $5.72K in Q3 2018. 248 funds tracked by Wall St. Rank hold REET as of Q3 2023.

  • Sutton Wealth Advisors held 63 shares of iShares Global REIT ETF worth $1.33K as of Q3 2023.
  • Sutton Wealth Advisors bought 4 iShares Global REIT ETF shares in Q3 2023, an estimated $92.
  • iShares Global REIT ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #771 holding.
  • Sutton Wealth Advisors first reported a position in iShares Global REIT ETF in Q2 2017 and has held it in 26 quarters since.
  • Sutton Wealth Advisors's iShares Global REIT ETF position peaked at $5.72K in Q3 2018.
  • 248 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.