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Truepoint Inc’s iShares Global REIT ETF REET Stock Holding History

Truepoint Inc’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
2021
Q3 		– Sell
-12,241
Closed -$339K – 135
2021
Q2 		$339K Sell
12,241
-7,675
-39% -$210K 0.02% 96
2021
Q1 		$507K Buy
19,916
+2,014
+11% +$49.7K 0.03% 69
2020
Q4 		$428K Buy
17,902
+1,104
+7% +$24.9K 0.03% 74
2020
Q3 		$353K Buy
16,798
+1,450
+9% +$31K 0.03% 44
2020
Q2 		$320K Buy
+15,348
New +$310K 0.03% 46

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GI
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
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CWM
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Truepoint Inc's REET Position: Q3 2021 in Review

Truepoint Inc sold out of iShares Global REIT ETF (REET) in Q3 2021, closing a stake of 12,241 shares — an estimated $339K sold.

Truepoint Inc first reported a position in REET in Q2 2020 and held it in 5 quarters. The position peaked at $507K in Q1 2021. 218 funds tracked by Wall St. Rank hold REET as of Q3 2021.

  • Truepoint Inc reported no remaining iShares Global REIT ETF position as of Q3 2021 after selling out during the quarter.
  • Truepoint Inc sold 12,241 iShares Global REIT ETF shares in Q3 2021, an estimated $339K.
  • Truepoint Inc first reported a position in iShares Global REIT ETF in Q2 2020 and held it in 5 quarters.
  • Truepoint Inc's iShares Global REIT ETF position peaked at $507K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2021.

Based on Truepoint Inc's 13F filing for Q3 2021, filed 28 Oct 2021.