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

Cypress Point Wealth Management, LLC

$361 Million
Q2 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 8,434 shares of REET stock, worth $208,657. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,434

Previous 9,240 8.72%

Holding current value

$208,657

Previous $224,000 7.14%

% of portfolio

0.06%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$21.59 - $25.16 $17,401 - $20,278	-806 Reduced 8.72%	8,434 $208,000
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

320

Shares Held

77.1M

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cypress Point Wealth Management, LLC with notifications on news.

Account

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