WI
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Wintrust Investments’s iShares Global REIT ETF REET Stock Holding History

Wintrust Investments’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
Q1 		– Sell
-9,289
Closed -$211K – 383
2022
Q4 		$211K Sell
9,289
-3,741
-29% -$83.4K 0.03% 345
2022
Q3 		$277K Buy
+13,030
New +$321K 0.03% 318
2020
Q3 		– Sell
-55,006
Closed -$1.15M – 368
2020
Q2 		$1.15M Buy
55,006
+8,883
+19% +$180K 0.16% 105
2020
Q1 		$883K Buy
46,123
+8,459
+22% +$216K 0.15% 116
2019
Q4 		$1.04M Sell
37,664
-81
-0.2% -$2.27K 0.15% 118
2019
Q3 		$1.06M Buy
37,745
+267
+0.7% +$7.31K 0.16% 115
2019
Q2 		$1M Buy
37,478
+1,058
+3% +$28.3K 0.15% 118
2019
Q1 		$973K Sell
36,420
-633
-2% -$16.3K 0.16% 122
2018
Q4 		$868K Buy
37,053
+3,049
+9% +$75.1K 0.16% 119
2018
Q3 		$858K Buy
34,004
+10,307
+43% +$267K 0.14% 135
2018
Q2 		$608K Buy
23,697
+805
+4% +$20.2K 0.11% 181
2018
Q1 		$562K Sell
22,892
-1,026
-4% -$25.4K 0.14% 133
2017
Q4 		$624K Sell
23,918
-24,691
-51% -$637K 0.15% 148
2017
Q3 		$1.24M Buy
48,609
+4,327
+10% +$111K 0.31% 71
2017
Q2 		$1.13M Sell
44,282
-13,220
-23% -$339K 0.3% 78
2017
Q1 		$1.46M Buy
57,502
+10,974
+24% +$278K 0.41% 50
2016
Q4 		$1.17M Buy
46,528
+13,455
+41% +$340K 0.49% 34
2016
Q3 		$900K Buy
33,073
+23,325
+239% +$649K 0.42% 41
2016
Q2 		$68K Buy
+9,748
New +$260K 0.13% 66

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
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
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Wintrust Investments's REET Position: Q1 2023 in Review

Wintrust Investments sold out of iShares Global REIT ETF (REET) in Q1 2023, closing a stake of 9,289 shares — an estimated $211K sold.

Wintrust Investments first reported a position in REET in Q2 2016 and held it in 19 quarters. The position peaked at $1.46M in Q1 2017. 250 funds tracked by Wall St. Rank hold REET as of Q1 2023.

  • Wintrust Investments reported no remaining iShares Global REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Wintrust Investments sold 9,289 iShares Global REIT ETF shares in Q1 2023, an estimated $211K.
  • Wintrust Investments first reported a position in iShares Global REIT ETF in Q2 2016 and held it in 19 quarters.
  • Wintrust Investments's iShares Global REIT ETF position peaked at $1.46M in Q1 2017.
  • 250 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2023.

Based on Wintrust Investments's 13F filing for Q1 2023, filed 9 May 2023.