Wellington Management Group
REET icon

Wellington Management Group’s iShares Global REIT ETF REET Stock Holding History

Wellington Management Group’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
2023
Q2 		– Sell
-51,106
Closed -$1.17M – 1974
2023
Q1 		$1.17M Sell
51,106
-83,362
-62% -$1.97M ﹤0.01% 1614
2022
Q4 		$3.05M Buy
+134,468
New +$3M ﹤0.01% 1398
2022
Q2 		– Sell
-80,383
Closed -$2.35M – 2174
2022
Q1 		$2.35M Buy
+80,383
New +$2.3M ﹤0.01% 1567

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellington Management Group's REET Position: Q2 2023 in Review

Wellington Management Group sold out of iShares Global REIT ETF (REET) in Q2 2023, closing a stake of 51,106 shares — an estimated $1.17M sold.

Wellington Management Group first reported a position in REET in Q1 2022 and held it in 3 quarters. The position peaked at $3.05M in Q4 2022. 254 funds tracked by Wall St. Rank hold REET as of Q2 2023.

  • Wellington Management Group reported no remaining iShares Global REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Wellington Management Group sold 51,106 iShares Global REIT ETF shares in Q2 2023, an estimated $1.17M.
  • Wellington Management Group first reported a position in iShares Global REIT ETF in Q1 2022 and held it in 3 quarters.
  • Wellington Management Group's iShares Global REIT ETF position peaked at $3.05M in Q4 2022.
  • 254 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2023.

Based on Wellington Management Group's 13F filing for Q2 2023, filed 14 Aug 2023.