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TCWP’s iShares Global REIT ETF REET Stock Holding History

TCWP’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
-14,373
Closed -$330K – 234
2023
Q1 		$330K Sell
14,373
-1,964
-12% -$46.4K 0.06% 176
2022
Q4 		$371K Buy
16,337
+1,035
+7% +$23.1K 0.08% 173
2022
Q3 		$325K Buy
15,302
+668
+5% +$16.5K 0.07% 194
2022
Q2 		$353K Buy
14,634
+3,883
+36% +$103K 0.08% 175
2022
Q1 		$314K Buy
+10,751
New +$307K 0.06% 209

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

TCWP's REET Position: Q2 2023 in Review

TCWP sold out of iShares Global REIT ETF (REET) in Q2 2023, closing a stake of 14,373 shares — an estimated $330K sold.

TCWP first reported a position in REET in Q1 2022 and held it in 5 quarters. The position peaked at $371K in Q4 2022. 254 funds tracked by Wall St. Rank hold REET as of Q2 2023.

  • TCWP reported no remaining iShares Global REIT ETF position as of Q2 2023 after selling out during the quarter.
  • TCWP sold 14,373 iShares Global REIT ETF shares in Q2 2023, an estimated $330K.
  • TCWP first reported a position in iShares Global REIT ETF in Q1 2022 and held it in 5 quarters.
  • TCWP's iShares Global REIT ETF position peaked at $371K in Q4 2022.
  • 254 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.