A detailed history of Aegis Wealth Management LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 54,808 shares of REET stock, worth $1.36 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
54,808
Previous 52,697 4.01%
Holding current value
$1.36 Million
Previous $1.26 Billion 5.26%
% of portfolio
0.78%
Previous 0.85%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025

BUY
$23.24 - $25.16 $49,059 - $53,112
2,111 Added 4.01%
54,808 $1.33 Billion
Q4 2024

Mar 07, 2025

BUY
$23.43 - $26.54 $1.23 Million - $1.4 Million
52,697 New
52,697 $1.26 Billion

Others Institutions Holding REET

About ISHARES GLOBAL REIT ETF


  • Ticker REET
  • Sector ETFs
  • Industry ETFs
More about REET
Track This Portfolio

Track Aegis Wealth Management LLC Portfolio

Follow Aegis Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aegis Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aegis Wealth Management LLC with notifications on news.