SWS Partners’s iShares Global REIT ETF REET Stock Holding History

SWS Partners’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
2024 Q3	–	Sell	-3,706	Closed	-$86.2K	–	251
2024 Q2	$86.2K	Buy	+3,706	New	+$84.7K	0.03%	136
2018 Q1	–	Sell	-1	Closed	–	–	408
2017 Q4	$0	Buy	+1	New	+$26	﹤0.01%	403

Other funds holding REET

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

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

SWS Partners's REET Position: Q3 2024 in Review

SWS Partners sold out of iShares Global REIT ETF (REET) in Q3 2024, closing a stake of 3,706 shares — an estimated $86.2K sold.

SWS Partners first reported a position in REET in Q4 2017 and held it in 2 quarters. The position peaked at $86.2K in Q2 2024. 271 funds tracked by Wall St. Rank hold REET as of Q3 2024.

SWS Partners reported no remaining iShares Global REIT ETF position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 3,706 iShares Global REIT ETF shares in Q3 2024, an estimated $86.2K.
SWS Partners first reported a position in iShares Global REIT ETF in Q4 2017 and held it in 2 quarters.
SWS Partners's iShares Global REIT ETF position peaked at $86.2K in Q2 2024.
271 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.