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WealthPLAN Partners’s iShares Global REIT ETF REET Stock Holding History

WealthPLAN 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
Q3 		– Sell
-26,659
Closed -$620K – 289
2024
Q2 		$620K Buy
26,659
+955
+4% +$21.8K 0.07% 184
2024
Q1 		$609K Sell
25,704
-26
-0.1% -$608 0.06% 184
2023
Q4 		$622K Sell
25,730
-834
-3% -$18.2K 0.06% 195
2023
Q3 		$562K Sell
26,564
-10
-0% -$229 0.07% 185
2023
Q2 		$610K Sell
26,574
-792
-3% -$18K 0.09% 170
2023
Q1 		$628K Buy
27,366
+443
+2% +$10.5K 0.07% 176
2022
Q4 		$662K Buy
+26,923
New +$600K 0.05% 217
2022
Q1 		$713K Sell
25,746
-162
-0.6% -$4.63K 0.05% 209
2021
Q4 		$742K Sell
25,908
-100
-0.4% -$2.92K 0.05% 209
2021
Q3 		$773K Buy
26,008
+230
+0.9% +$6.6K 0.05% 200
2021
Q2 		$742K Sell
25,778
-1,190
-4% -$32.5K 0.05% 188
2021
Q1 		$731K Sell
26,968
-2,421
-8% -$59.8K 0.06% 178
2020
Q4 		$715K Sell
29,389
-122
-0.4% -$2.75K 0.06% 168
2020
Q3 		$667K Sell
29,511
-1,502
-5% -$32.1K 0.07% 163
2020
Q2 		$671K Sell
31,013
-62
-0.2% -$1.25K 0.07% 154
2020
Q1 		$575K Buy
31,075
+3,908
+14% +$99.7K 0.07% 144
2019
Q4 		$774K Sell
27,167
-279
-1% -$7.83K 0.09% 127
2019
Q3 		$761K Sell
27,446
-509
-2% -$13.9K 0.1% 125
2019
Q2 		$757K Sell
27,955
-575
-2% -$15.4K 0.11% 126
2019
Q1 		$765K Buy
28,530
+535
+2% +$13.8K 0.12% 124
2018
Q4 		$737K Sell
27,995
-308
-1% -$7.58K 0.12% 121
2018
Q3 		$704K Buy
28,303
+219
+0.8% +$5.67K 0.13% 118
2018
Q2 		$720K Buy
28,084
+79
+0.3% +$1.98K 0.15% 115
2018
Q1 		$688K Buy
28,005
+6,467
+30% +$160K 0.15% 117
2017
Q4 		$562K Buy
+21,538
New +$556K 0.15% 117

Other funds holding REET

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

WealthPLAN Partners's REET Position: Q3 2024 in Review

WealthPLAN Partners sold out of iShares Global REIT ETF (REET) in Q3 2024, closing a stake of 26,659 shares — an estimated $620K sold.

WealthPLAN Partners first reported a position in REET in Q4 2017 and held it in 25 quarters. The position peaked at $774K in Q4 2019. 271 funds tracked by Wall St. Rank hold REET as of Q3 2024.

  • WealthPLAN Partners reported no remaining iShares Global REIT ETF position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 26,659 iShares Global REIT ETF shares in Q3 2024, an estimated $620K.
  • WealthPLAN Partners first reported a position in iShares Global REIT ETF in Q4 2017 and held it in 25 quarters.
  • WealthPLAN Partners's iShares Global REIT ETF position peaked at $774K in Q4 2019.
  • 271 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.