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Syverson Strege & Co’s iShares Global REIT ETF REET Stock Holding History

Syverson Strege & Co’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
-1,163
Closed -$26.7K – 489
2023
Q1 		$26.7K Hold
1,163
– – 0.01% 169
2022
Q4 		$26.4K Hold
1,163
– – 0.01% 161
2022
Q3 		$25K Hold
1,163
– – 0.01% 155
2022
Q2 		$28K Hold
1,163
– – 0.01% 164
2022
Q1 		$34K Sell
1,163
-330
-22% -$9.43K 0.04% 143
2021
Q4 		$46K Hold
1,493
– – 0.03% 138
2021
Q3 		$41K Hold
1,493
– – 0.03% 151
2021
Q2 		$41K Buy
+1,493
New +$40.8K 0.04% 141

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
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

Syverson Strege & Co's REET Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares Global REIT ETF (REET) in Q2 2023, closing a stake of 1,163 shares — an estimated $26.7K sold.

Syverson Strege & Co first reported a position in REET in Q2 2021 and held it in 8 quarters. The position peaked at $46K in Q4 2021. 254 funds tracked by Wall St. Rank hold REET as of Q2 2023.

  • Syverson Strege & Co reported no remaining iShares Global REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 1,163 iShares Global REIT ETF shares in Q2 2023, an estimated $26.7K.
  • Syverson Strege & Co first reported a position in iShares Global REIT ETF in Q2 2021 and held it in 8 quarters.
  • Syverson Strege & Co's iShares Global REIT ETF position peaked at $46K in Q4 2021.
  • 254 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.