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

True Link 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
2022 Q4	–	Sell	-30,880	Closed	-$657K	–	126
2022 Q3	$657K	Hold	30,880	–	–	0.1%	73
2022 Q2	$747K	Hold	30,880	–	–	0.11%	73
2022 Q1	$902K	Hold	30,880	–	–	0.13%	67
2021 Q4	$945K	Hold	30,880	–	–	0.13%	78
2021 Q3	$846K	Hold	30,880	–	–	0.12%	77
2021 Q2	$856K	Hold	30,880	–	–	0.13%	66
2021 Q1	$787K	Hold	30,880	–	–	0.11%	80
2020 Q4	$739K	Buy	+30,880	New	+$696K	0.12%	78

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

True Link Financial Advisors's REET Position: Q4 2022 in Review

True Link Financial Advisors sold out of iShares Global REIT ETF (REET) in Q4 2022, closing a stake of 30,880 shares — an estimated $657K sold.

True Link Financial Advisors first reported a position in REET in Q4 2020 and held it in 8 quarters. The position peaked at $945K in Q4 2021. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

True Link Financial Advisors reported no remaining iShares Global REIT ETF position as of Q4 2022 after selling out during the quarter.
True Link Financial Advisors sold 30,880 iShares Global REIT ETF shares in Q4 2022, an estimated $657K.
True Link Financial Advisors first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 8 quarters.
True Link Financial Advisors's iShares Global REIT ETF position peaked at $945K in Q4 2021.
266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on True Link Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.