TimeScale Financial’s iShares Global REIT ETF REET Stock Holding History

TimeScale Financial’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	$3.26K	Hold	142	–	–	﹤0.01%	475
2023 Q1	$3.26K	Hold	142	–	–	﹤0.01%	460
2022 Q4	$3.02K	Hold	142	–	–	﹤0.01%	433
2022 Q3	$3K	Hold	142	–	–	﹤0.01%	436
2022 Q2	$3K	Hold	142	–	–	﹤0.01%	413
2022 Q1	$4K	Hold	142	–	–	﹤0.01%	405
2021 Q4	$4K	Hold	142	–	–	﹤0.01%	399
2021 Q3	$4K	Hold	142	–	–	﹤0.01%	396
2021 Q2	$4K	Hold	142	–	–	﹤0.01%	402
2021 Q1	$4K	Buy	+142	New	+$3.51K	﹤0.01%	407

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

TimeScale Financial's REET Position: Q2 2023 in Review

TimeScale Financial held its iShares Global REIT ETF (REET) position steady in Q2 2023 at 142 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

TimeScale Financial first reported a position in REET in Q1 2021 and has held it in 10 quarters since. The position peaked at $4K in Q1 2022. 254 funds tracked by Wall St. Rank hold REET as of Q2 2023.

TimeScale Financial held 142 shares of iShares Global REIT ETF worth $3.26K as of Q2 2023.
TimeScale Financial left its iShares Global REIT ETF share count unchanged in Q2 2023.
iShares Global REIT ETF made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #475 holding.
TimeScale Financial first reported a position in iShares Global REIT ETF in Q1 2021 and has held it in 10 quarters since.
TimeScale Financial's iShares Global REIT ETF position peaked at $4K in Q1 2022.
254 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.