WCFA
REET icon

Walkner Condon Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

Walkner Condon 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
Q2 		– Sell
-6,919
Closed -$202K – 225
2022
Q1 		$202K Hold
6,919
– – 0.06% 213
2021
Q4 		$212K Buy
+6,919
New +$202K 0.14% 115

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Walkner Condon Financial Advisors's REET Position: Q2 2022 in Review

Walkner Condon Financial Advisors sold out of iShares Global REIT ETF (REET) in Q2 2022, closing a stake of 6,919 shares — an estimated $202K sold.

Walkner Condon Financial Advisors first reported a position in REET in Q4 2021 and held it in 2 quarters. The position peaked at $212K in Q4 2021. 249 funds tracked by Wall St. Rank hold REET as of Q2 2022.

  • Walkner Condon Financial Advisors reported no remaining iShares Global REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 6,919 iShares Global REIT ETF shares in Q2 2022, an estimated $202K.
  • Walkner Condon Financial Advisors first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 2 quarters.
  • Walkner Condon Financial Advisors's iShares Global REIT ETF position peaked at $212K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2022.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.