UCFA
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United Capital Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

United Capital 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
2024
Q1 		– Sell
-16,348
Closed -$395K – 1116
2023
Q4 		$395K Sell
16,348
-53,949
-77% -$1.18M ﹤0.01% 790
2023
Q3 		$1.49M Sell
70,297
-38,059
-35% -$871K 0.01% 456
2023
Q2 		$2.49M Sell
108,356
-39,584
-27% -$902K 0.01% 412
2023
Q1 		$3.39M Sell
147,940
-47,654
-24% -$1.12M 0.02% 369
2022
Q4 		$4.44M Sell
195,594
-53,214
-21% -$1.19M 0.02% 347
2022
Q3 		$5.29M Sell
248,808
-6,517
-3% -$161K 0.03% 317
2022
Q2 		$6.17M Sell
255,325
-4,476
-2% -$119K 0.03% 314
2022
Q1 		$7.59M Sell
259,801
-16,920
-6% -$483K 0.04% 307
2021
Q4 		$8.47M Sell
276,721
-786
-0.3% -$23K 0.04% 297
2021
Q3 		$7.61M Sell
277,507
-6,289
-2% -$180K 0.04% 307
2021
Q2 		$7.87M Sell
283,796
-3,194
-1% -$87.3K 0.04% 307
2021
Q1 		$7.31M Sell
286,990
-12,281
-4% -$303K 0.04% 301
2020
Q4 		$7.16M Sell
299,271
-10,696
-3% -$241K 0.04% 296
2020
Q3 		$6.52M Buy
309,967
+12,572
+4% +$269K 0.04% 299
2020
Q2 		$6.21M Buy
297,395
+25,197
+9% +$509K 0.05% 321
2020
Q1 		$5.21M Buy
272,198
+73,155
+37% +$1.87M 0.04% 329
2019
Q4 		$5.5M Buy
199,043
+153,262
+335% +$4.3M 0.04% 404
2019
Q3 		$1.29M Buy
+45,781
New +$1.25M 0.01% 677

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
SC
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

United Capital Financial Advisors's REET Position: Q1 2024 in Review

United Capital Financial Advisors sold out of iShares Global REIT ETF (REET) in Q1 2024, closing a stake of 16,348 shares — an estimated $395K sold.

United Capital Financial Advisors first reported a position in REET in Q3 2019 and held it in 18 quarters. The position peaked at $8.47M in Q4 2021. 266 funds tracked by Wall St. Rank hold REET as of Q1 2024.

  • United Capital Financial Advisors reported no remaining iShares Global REIT ETF position as of Q1 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 16,348 iShares Global REIT ETF shares in Q1 2024, an estimated $395K.
  • United Capital Financial Advisors first reported a position in iShares Global REIT ETF in Q3 2019 and held it in 18 quarters.
  • United Capital Financial Advisors's iShares Global REIT ETF position peaked at $8.47M in Q4 2021.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2024.

Based on United Capital Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.