SVB Wealth’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.58M | Sell |
63,817
-76,430
| -54% | -$1.89M | 0.08% | 180 |
|
2025
Q1 | $3.4M | Sell |
140,247
-37,272
| -21% | -$904K | 0.14% | 84 |
|
2024
Q4 | $4.26M | Buy |
+177,519
| New | +$4.26M | 0.08% | 153 |
|
2024
Q3 | – | Sell |
-332,507
| Closed | -$7.73M | – | 467 |
|
2024
Q2 | $7.73M | Sell |
332,507
-169,618
| -34% | -$3.94M | 0.19% | 116 |
|
2024
Q1 | $11.9M | Sell |
502,125
-140,670
| -22% | -$3.33M | 0.27% | 97 |
|
2023
Q4 | $15.5M | Sell |
642,795
-60,275
| -9% | -$1.46M | 0.38% | 67 |
|
2023
Q3 | $14.9M | Sell |
703,070
-67,887
| -9% | -$1.44M | 0.33% | 73 |
|
2023
Q2 | $17.7M | Sell |
770,957
-47,971
| -6% | -$1.1M | 0.32% | 69 |
|
2023
Q1 | $18.8M | Sell |
818,928
-223,715
| -21% | -$5.13M | 0.26% | 75 |
|
2022
Q4 | $23.7M | Buy |
1,042,643
+42,393
| +4% | +$963K | 0.32% | 65 |
|
2022
Q3 | $21.3M | Buy |
1,000,250
+390,118
| +64% | +$8.3M | 0.31% | 62 |
|
2022
Q2 | $14.8M | Buy |
610,132
+133,365
| +28% | +$3.22M | 0.23% | 80 |
|
2022
Q1 | $13.9M | Buy |
476,767
+397,486
| +501% | +$11.6M | 0.19% | 89 |
|
2021
Q4 | $2.43M | Buy |
+79,281
| New | +$2.43M | 0.04% | 199 |
|