WR Wealth Planners’s iShares Global REIT ETF REET Stock Holding History

WR Wealth Planners’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 Q4	$14.4K	Sell	602 -1,680	-74%	-$42.9K	﹤0.01%	538
2024 Q3	$60.9K	Hold	2,282	–	–	0.02%	317
2024 Q2	$53.1K	Sell	2,282 -522	-19%	-$11.9K	0.02%	323
2024 Q1	$66.4K	Buy	+2,804	New	+$65.6K	0.02%	300
2023 Q4	–	Sell	-4,915	Closed	-$104K	–	694
2023 Q3	$104K	Sell	4,915 -2,040	-29%	-$46.7K	0.04%	225
2023 Q2	$160K	Sell	6,955 -3,004	-30%	-$68.5K	0.06%	192
2023 Q1	$228K	Sell	9,959 -82,437	-89%	-$1.95M	0.1%	143
2022 Q4	$2.1M	Sell	92,396 -1,908	-2%	-$42.5K	1.29%	22
2022 Q3	$2.01M	Sell	94,304 -4,954	-5%	-$122K	1.41%	22
2022 Q2	$2.4M	Buy	99,258 +1,076	+1%	+$28.6K	1.58%	21
2022 Q1	$2.87M	Buy	+98,182	New	+$2.8M	1.71%	17

Other funds holding REET

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

WR Wealth Planners's REET Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Global REIT ETF (REET) stake by 74% in Q4 2024, selling an estimated $42.9K and leaving 602 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

WR Wealth Planners first reported a position in REET in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.87M in Q1 2022. 288 funds tracked by Wall St. Rank hold REET as of Q4 2024.

WR Wealth Planners held 602 shares of iShares Global REIT ETF worth $14.4K as of Q4 2024.
WR Wealth Planners sold 1,680 iShares Global REIT ETF shares in Q4 2024, an estimated $42.9K.
iShares Global REIT ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #538 holding.
WR Wealth Planners first reported a position in iShares Global REIT ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares Global REIT ETF position peaked at $2.87M in Q1 2022.
288 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.