Capstone Financial Advisors, Inc. Ishares Global Reit ETF Transaction History
Capstone Financial Advisors, Inc.
- $1.84 Billion
- Q3 2025
A detailed history of Capstone Financial Advisors, Inc. transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 844,361 shares of REET stock, worth $21.3 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
844,361
Previous 841,329
0.36%
Holding current value
$21.3 Million
Previous $20.8 Million
3.85%
% of portfolio
1.17%
Previous 1.21%
Shares
27 transactions
Others Institutions Holding REET
# of Institutions
332Shares Held
70.9MCall Options Held
5.6KPut Options Held
200-
Valmark Advisers, Inc.6.05MShares$152 Million2.03% of portfolio
-
Northwestern Mutual Wealth Management CO5.43MShares$137 Million0.09% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$136 Million0.0% of portfolio
-
M&T Bank Corp4.79MShares$121 Million0.42% of portfolio
-
Morgan Stanley New York, NY3.45MShares$87 Million0.01% of portfolio