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Wilbanks Smith & Thomas Asset Management’s iShares Global REIT ETF REET Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q1 		$229K Sell
9,684
-559
-5% -$13.1K 0.01% 488
2023
Q4 		$248K Sell
10,243
-7,701
-43% -$168K 0.01% 471
2023
Q3 		$380K Hold
17,944
– – 0.01% 359
2023
Q2 		$412K Sell
17,944
-608
-3% -$13.9K 0.01% 354
2023
Q1 		$425K Buy
18,552
+948
+5% +$22.4K 0.01% 336
2022
Q4 		$400K Buy
17,604
+101
+0.6% +$2.25K 0.02% 343
2022
Q3 		$372K Hold
17,503
– – 0.02% 328
2022
Q2 		$423K Buy
17,503
+45
+0.3% +$1.2K 0.02% 321
2022
Q1 		$478K Buy
17,458
+35
+0.2% +$1K 0.02% 312
2021
Q4 		$533K Buy
17,423
+137
+0.8% +$4K 0.02% 322
2021
Q3 		$474K Buy
17,286
+780
+5% +$22.4K 0.02% 316
2021
Q2 		$458K Buy
16,506
+115
+0.7% +$3.14K 0.02% 324
2021
Q1 		$418K Hold
16,391
– – 0.02% 314
2020
Q4 		$392K Buy
16,391
+1,498
+10% +$33.7K 0.02% 293
2020
Q3 		$313K Buy
14,893
+728
+5% +$15.6K 0.02% 307
2020
Q2 		$296K Buy
14,165
+526
+4% +$10.6K 0.02% 307
2020
Q1 		$261K Buy
+13,639
New +$348K 0.02% 304

Other funds holding REET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $34.1B AUM 22.4% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's REET Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its iShares Global REIT ETF (REET) stake by 5.5% in Q1 2024, selling an estimated $13.1K and leaving 9,684 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #488.

Wilbanks Smith & Thomas Asset Management first reported a position in REET in Q1 2020 and has held it in 17 quarters since. The position peaked at $533K in Q4 2021. 266 funds tracked by Wall St. Rank hold REET as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 9,684 shares of iShares Global REIT ETF worth $229K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 559 iShares Global REIT ETF shares in Q1 2024, an estimated $13.1K.
  • iShares Global REIT ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #488 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares Global REIT ETF in Q1 2020 and has held it in 17 quarters since.
  • Wilbanks Smith & Thomas Asset Management's iShares Global REIT ETF position peaked at $533K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.