Cypress Point Wealth Management, LLC Ishares Global Reit ETF Transaction History

Cypress Point Wealth Management, LLC

$274 Million
Q1 2025

A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 9,240 shares of REET stock, worth $215,014. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,240

Previous 11,078 16.59%

Holding current value

$215,014

Previous $265,000 15.47%

% of portfolio

0.08%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$23.24 - $25.16 $42,715 - $46,244	-1,838 Reduced 16.59%	9,240 $224,000
Q4 2024 Jan 21, 2025	SELL	$23.43 - $26.54 $66,096 - $74,869	-2,821 Reduced 20.3%	11,078 $265,000
Q2 2024 Jul 26, 2024	SELL	$21.86 - $23.58 $8,088 - $8,724	-370 Reduced 2.59%	13,899 $323,000
Q1 2024 May 07, 2024	SELL	$22.72 - $24.32 $44,235 - $47,351	-1,947 Reduced 12.01%	14,269 $337,000
Q4 2023 Jan 17, 2024	SELL	$19.81 - $24.56 $55,151 - $68,375	-2,784 Reduced 14.65%	16,216 $392,000
Q3 2023 Oct 31, 2023	SELL	$20.89 - $24.12 $19,845 - $22,914	-950 Reduced 4.76%	19,000 $402,000
Q4 2022 Feb 01, 2023	BUY	$20.39 - $23.63 $406,780 - $471,418	19,950 New	19,950 $453,000

Others Institutions Holding REET

# of Institutions

315

Shares Held

75.8M

Call Options Held

5.6K

Put Options Held

200

View Full List

About ISHARES GLOBAL REIT ETF

Ticker REET
Sector ETFs
Industry ETFs

More about REET

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Cypress Point Wealth Management, LLC Ishares Global Reit ETF Transaction History