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Wiser Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Wiser Wealth 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
2022
Q3 		– Sell
-10,619
Closed -$257K – 38
2022
Q2 		$257K Sell
10,619
-212,907
-95% -$5.67M 0.13% 32
2022
Q1 		$6.53M Buy
223,526
+23,027
+11% +$658K 3.01% 11
2021
Q4 		$6.14M Buy
200,499
+12,494
+7% +$365K 3% 11
2021
Q3 		$5.15M Buy
188,005
+16,316
+10% +$468K 2.75% 13
2021
Q2 		$4.76M Buy
171,689
+11,557
+7% +$316K 2.9% 12
2021
Q1 		$4.08M Buy
160,132
+4,721
+3% +$117K 2.8% 12
2020
Q4 		$3.72M Buy
+155,411
New +$3.5M 2.79% 13

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

Wiser Wealth Management's REET Position: Q3 2022 in Review

Wiser Wealth Management sold out of iShares Global REIT ETF (REET) in Q3 2022, closing a stake of 10,619 shares — an estimated $257K sold.

Wiser Wealth Management first reported a position in REET in Q4 2020 and held it in 7 quarters. The position peaked at $6.53M in Q1 2022. 240 funds tracked by Wall St. Rank hold REET as of Q3 2022.

  • Wiser Wealth Management reported no remaining iShares Global REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Wiser Wealth Management sold 10,619 iShares Global REIT ETF shares in Q3 2022, an estimated $257K.
  • Wiser Wealth Management first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 7 quarters.
  • Wiser Wealth Management's iShares Global REIT ETF position peaked at $6.53M in Q1 2022.
  • 240 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2022.

Based on Wiser Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.