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Viewpoint Investment Partners’s iShares Global REIT ETF REET Stock Holding History

Viewpoint Investment Partners’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
Q2 		– Sell
-453,300
Closed -$10.7M – 11
2024
Q1 		$10.7M Buy
453,300
+167,300
+58% +$3.91M 8.21% 4
2023
Q4 		$6.92M Sell
286,000
-13,600
-5% -$297K 4.82% 5
2023
Q3 		$6.34M Buy
299,600
+17,500
+6% +$401K 5.33% 5
2023
Q2 		$6.48M Sell
282,100
-52,600
-16% -$1.2M 4.08% 5
2023
Q1 		$7.67M Buy
334,700
+137,800
+70% +$3.25M 6.11% 5
2022
Q4 		$4.47M Buy
196,900
+48,200
+32% +$1.07M 4.37% 5
2022
Q3 		$3.16M Sell
148,700
-74,100
-33% -$1.83M 3.77% 7
2022
Q2 		$5.39M Sell
222,800
-56,400
-20% -$1.5M 6.13% 5
2022
Q1 		$8.55M Sell
279,200
-32,700
-10% -$934K 6.78% 4
2021
Q4 		$9.55M Sell
311,900
-6,800
-2% -$199K 5.4% 4
2021
Q3 		$8.74M Buy
318,700
+149,000
+88% +$4.27M 5.09% 3
2021
Q2 		$4.7M Sell
169,700
-14,600
-8% -$399K 3.1% 4
2021
Q1 		$4.7M Buy
184,300
+86,500
+88% +$2.14M 3.58% 4
2020
Q4 		$2.04M Buy
97,800
+41,900
+75% +$944K 1.91% 5
2020
Q3 		$1.17M Buy
55,900
+14,400
+35% +$308K 1.09% 6
2020
Q2 		$867K Buy
41,500
+21,100
+103% +$427K 0.82% 5
2020
Q1 		$391K Sell
20,400
-69,200
-77% -$1.76M 0.86% 8
2019
Q4 		$2.48M Buy
89,600
+82,110
+1,096% +$2.3M 2.63% 6
2019
Q3 		$210K Buy
+7,490
New +$205K 0.29% 7

Other funds holding REET

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
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

Viewpoint Investment Partners's REET Position: Q2 2024 in Review

Viewpoint Investment Partners sold out of iShares Global REIT ETF (REET) in Q2 2024, closing a stake of 453,300 shares — an estimated $10.7M sold.

Viewpoint Investment Partners first reported a position in REET in Q3 2019 and held it in 19 quarters. The position peaked at $10.7M in Q1 2024. 267 funds tracked by Wall St. Rank hold REET as of Q2 2024.

  • Viewpoint Investment Partners reported no remaining iShares Global REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Viewpoint Investment Partners sold 453,300 iShares Global REIT ETF shares in Q2 2024, an estimated $10.7M.
  • Viewpoint Investment Partners first reported a position in iShares Global REIT ETF in Q3 2019 and held it in 19 quarters.
  • Viewpoint Investment Partners's iShares Global REIT ETF position peaked at $10.7M in Q1 2024.
  • 267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2024.

Based on Viewpoint Investment Partners's 13F filing for Q2 2024, filed 18 Jul 2024.