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

Three Bridge 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
2022 Q4	–	Sell	-12,499	Closed	-$266K	–	87
2022 Q3	$266K	Buy	12,499 +3	+0%	+$74	0.14%	72
2022 Q2	$302K	Sell	12,496 -2,349	-16%	-$62.5K	0.15%	70
2022 Q1	$434K	Buy	+14,845	New	+$424K	0.12%	61

Other funds holding REET

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

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

Three Bridge Wealth Advisors's REET Position: Q4 2022 in Review

Three Bridge Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q4 2022, closing a stake of 12,499 shares — an estimated $266K sold.

Three Bridge Wealth Advisors first reported a position in REET in Q1 2022 and held it in 3 quarters. The position peaked at $434K in Q1 2022. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

Three Bridge Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q4 2022 after selling out during the quarter.
Three Bridge Wealth Advisors sold 12,499 iShares Global REIT ETF shares in Q4 2022, an estimated $266K.
Three Bridge Wealth Advisors first reported a position in iShares Global REIT ETF in Q1 2022 and held it in 3 quarters.
Three Bridge Wealth Advisors's iShares Global REIT ETF position peaked at $434K in Q1 2022.
266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on Three Bridge Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.