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

Ten Capital 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	$315K	Sell	13,743 -1,124	-8%	-$25.6K	0.09%	94
2023 Q1	$341K	Sell	14,867 -2,494	-14%	-$58.9K	0.11%	64
2022 Q4	$394K	Sell	17,361 -9,916	-36%	-$221K	0.16%	48
2022 Q3	$580K	Sell	27,277 -434	-2%	-$10.7K	0.26%	42
2022 Q2	$670K	Sell	27,711 -1,803	-6%	-$48K	0.29%	40
2022 Q1	$862K	Buy	29,514 +601	+2%	+$17.2K	0.36%	33
2021 Q4	$885K	Buy	28,913 +6,487	+29%	+$190K	0.36%	35
2021 Q3	$615K	Buy	22,426 +12,301	+121%	+$353K	0.29%	34
2021 Q2	$281K	Buy	10,125 +4,634	+84%	+$127K	0.06%	118
2021 Q1	$139K	Buy	5,491 +3,339	+155%	+$82.5K	0.03%	133
2020 Q4	$51K	Buy	+2,152	New	+$48.5K	0.01%	168

Other funds holding REET

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ten Capital Wealth Advisors's REET Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its iShares Global REIT ETF (REET) stake by 7.6% in Q2 2023, selling an estimated $25.6K and leaving 13,743 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #94.

Ten Capital Wealth Advisors first reported a position in REET in Q4 2020 and has held it in 11 quarters since. The position peaked at $885K in Q4 2021. 254 funds tracked by Wall St. Rank hold REET as of Q2 2023.

Ten Capital Wealth Advisors held 13,743 shares of iShares Global REIT ETF worth $315K as of Q2 2023.
Ten Capital Wealth Advisors sold 1,124 iShares Global REIT ETF shares in Q2 2023, an estimated $25.6K.
iShares Global REIT ETF made up 0.09% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #94 holding.
Ten Capital Wealth Advisors first reported a position in iShares Global REIT ETF in Q4 2020 and has held it in 11 quarters since.
Ten Capital Wealth Advisors's iShares Global REIT ETF position peaked at $885K in Q4 2021.
254 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.