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Transamerica Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

Transamerica Financial 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
Q1 		– Sell
-370
Closed -$9K – 686
2022
Q4 		$9K Sell
370
-3
-0.8% -$67 ﹤0.01% 324
2022
Q3 		$8K Sell
373
-3
-0.8% -$74 ﹤0.01% 327
2022
Q2 		$10K Buy
+376
New +$10K ﹤0.01% 317
2020
Q3 		– Sell
-401
Closed -$9K – 412
2020
Q2 		$9K Buy
+401
New +$8.11K ﹤0.01% 258

Other funds holding REET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Transamerica Financial Advisors's REET Position: Q1 2023 in Review

Transamerica Financial Advisors sold out of iShares Global REIT ETF (REET) in Q1 2023, closing a stake of 370 shares — an estimated $9K sold.

Transamerica Financial Advisors first reported a position in REET in Q2 2020 and held it in 4 quarters. The position peaked at $10K in Q2 2022. 250 funds tracked by Wall St. Rank hold REET as of Q1 2023.

  • Transamerica Financial Advisors reported no remaining iShares Global REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Transamerica Financial Advisors sold 370 iShares Global REIT ETF shares in Q1 2023, an estimated $9K.
  • Transamerica Financial Advisors first reported a position in iShares Global REIT ETF in Q2 2020 and held it in 4 quarters.
  • Transamerica Financial Advisors's iShares Global REIT ETF position peaked at $10K in Q2 2022.
  • 250 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2023.

Based on Transamerica Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.