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

Wipfli 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
Q3 		$12.1M Buy
567,591
+275,499
+94% +$6.79M 0.85% 16
2022
Q2 		$7.06M Sell
292,092
-14,924
-5% -$397K 0.77% 18
2022
Q1 		$8.97M Buy
+307,016
New +$8.77M 0.91% 14

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Wipfli Financial Advisors's REET Position: Q3 2022 in Review

Wipfli Financial Advisors increased its iShares Global REIT ETF (REET) stake by 94% in Q3 2022, buying an estimated $6.79M and bringing the position to 567,591 shares worth $12.1M. The position accounts for 0.85% of the portfolio, ranked #16.

Wipfli Financial Advisors first reported a position in REET in Q1 2022 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold REET as of Q3 2022.

  • Wipfli Financial Advisors held 567,591 shares of iShares Global REIT ETF worth $12.1M as of Q3 2022.
  • Wipfli Financial Advisors bought 275,499 iShares Global REIT ETF shares in Q3 2022, an estimated $6.79M.
  • iShares Global REIT ETF made up 0.85% of Wipfli Financial Advisors's portfolio in Q3 2022, its #16 holding.
  • Wipfli Financial Advisors first reported a position in iShares Global REIT ETF in Q1 2022 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.