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VanderPol Investments’s iShares Global REIT ETF REET Stock Holding History

VanderPol Investments’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
Q4 		– Sell
-10,287
Closed -$275K – 56
2024
Q3 		$275K Buy
10,287
+1,244
+14% +$31.5K 0.61% 33
2024
Q2 		$210K Buy
+9,043
New +$207K 0.64% 40

Other funds holding REET

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

VanderPol Investments's REET Position: Q4 2024 in Review

VanderPol Investments sold out of iShares Global REIT ETF (REET) in Q4 2024, closing a stake of 10,287 shares — an estimated $275K sold.

VanderPol Investments first reported a position in REET in Q2 2024 and held it in 2 quarters. The position peaked at $275K in Q3 2024. 288 funds tracked by Wall St. Rank hold REET as of Q4 2024.

  • VanderPol Investments reported no remaining iShares Global REIT ETF position as of Q4 2024 after selling out during the quarter.
  • VanderPol Investments sold 10,287 iShares Global REIT ETF shares in Q4 2024, an estimated $275K.
  • VanderPol Investments first reported a position in iShares Global REIT ETF in Q2 2024 and held it in 2 quarters.
  • VanderPol Investments's iShares Global REIT ETF position peaked at $275K in Q3 2024.
  • 288 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2024.

Based on VanderPol Investments's 13F filing for Q4 2024, filed 23 Jan 2025.