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

TCI 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
Q2 		– Sell
-95
Closed -$2.18K – 1766
2023
Q1 		$2.18K Sell
95
-1,635
-95% -$38.6K ﹤0.01% 1947
2022
Q4 		$39.3K Buy
1,730
+1,651
+2,090% +$36.8K 0.01% 470
2022
Q3 		$2K Buy
79
+3
+4% +$74 ﹤0.01% 1980
2022
Q2 		$2K Buy
76
+6
+9% +$160 ﹤0.01% 2033
2022
Q1 		$2K Buy
70
+1
+1% +$29 ﹤0.01% 2018
2021
Q4 		$2K Sell
69
-937
-93% -$27.4K ﹤0.01% 2114
2021
Q3 		$28K Buy
1,006
+215
+27% +$6.17K ﹤0.01% 562
2021
Q2 		$22K Buy
791
+64
+9% +$1.75K ﹤0.01% 593
2021
Q1 		$19K Buy
727
+684
+1,591% +$16.9K 0.01% 594
2020
Q4 		$1K Hold
43
– – ﹤0.01% 1439
2020
Q3 		$1K Hold
43
– – ﹤0.01% 1404
2020
Q2 		$1K Hold
43
– – ﹤0.01% 1325
2020
Q1 		$1K Sell
43
-6,384
-99% -$163K ﹤0.01% 1317
2019
Q4 		$178K Buy
6,427
+3,265
+103% +$91.6K 0.07% 189
2019
Q3 		$89K Hold
3,162
– – 0.04% 232
2019
Q2 		$84K Sell
3,162
-983
-24% -$26.3K 0.04% 238
2019
Q1 		$111K Buy
4,145
+983
+31% +$25.3K 0.05% 222
2018
Q4 		$74K Buy
+3,162
New +$77.8K 0.04% 263
2017
Q2 		– Sell
-151
Closed -$4K – 1374
2017
Q1 		$4K Buy
151
+1
+0.7% +$25 ﹤0.01% 780
2016
Q4 		$4K Buy
150
+5
+3% +$126 ﹤0.01% 841
2016
Q3 		$4K Hold
145
– – ﹤0.01% 795
2016
Q2 		$4K Buy
+145
New +$3.86K ﹤0.01% 784

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

TCI Wealth Advisors's REET Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q2 2023, closing a stake of 95 shares — an estimated $2.18K sold.

TCI Wealth Advisors first reported a position in REET in Q2 2016 and held it in 22 quarters. The position peaked at $178K in Q4 2019. 254 funds tracked by Wall St. Rank hold REET as of Q2 2023.

  • TCI Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 95 iShares Global REIT ETF shares in Q2 2023, an estimated $2.18K.
  • TCI Wealth Advisors first reported a position in iShares Global REIT ETF in Q2 2016 and held it in 22 quarters.
  • TCI Wealth Advisors's iShares Global REIT ETF position peaked at $178K in Q4 2019.
  • 254 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.