Diversified Portfolios, Inc. Ishares Global Reit ETF Transaction History

Diversified Portfolios, Inc.

$844 Million
Q4 2024

A detailed history of Diversified Portfolios, Inc. transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 772,173 shares of REET stock, worth $18.8 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares

772,173

Previous 716,691 7.74%

Holding current value

$18.8 Million

Previous $19.1 Million 3.24%

% of portfolio

2.19%

Previous 2.29%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$23.43 - $26.54 $1.3 Million - $1.47 Million	55,482 Added 7.74%	772,173 $18.5 Million
Q3 2024 Nov 06, 2024	BUY	$23.07 - $27.17 $1.04 Million - $1.23 Million	45,134 Added 6.72%	716,691 $19.1 Million
Q2 2024 Jul 22, 2024	BUY	$21.86 - $23.58 $426,138 - $459,668	19,494 Added 2.99%	671,557 $15.6 Million
Q1 2024 May 07, 2024	BUY	$22.72 - $24.32 $850,023 - $909,884	37,413 Added 6.09%	652,063 $15.4 Million
Q4 2023 Jan 30, 2024	BUY	$19.81 - $24.56 $324,329 - $402,096	16,372 Added 2.74%	614,650 $14.9 Million
Q3 2023 Nov 02, 2023	BUY	$20.89 - $24.12 $3.09 Million - $3.57 Million	148,104 Added 32.9%	598,278 $12.7 Million
Q2 2023 Aug 09, 2023	BUY	$21.94 - $23.31 $2.22 Million - $2.36 Million	101,321 Added 29.04%	450,174 $10.3 Million
Q1 2023 May 02, 2023	BUY	$21.44 - $25.55 $931,310 - $1.11 Million	43,438 Added 14.22%	348,853 $8 Million
Q4 2022 Jan 24, 2023	BUY	$20.39 - $23.63 $4.1 Million - $4.75 Million	201,048 Added 192.64%	305,415 $0
Q3 2022 Nov 07, 2022	BUY	$20.93 - $26.78 $1.83 Million - $2.34 Million	87,341 Added 512.99%	104,367 $2.22 Million
Q2 2022 Aug 09, 2022	SELL	$23.38 - $29.81 $440,198 - $561,262	-18,828 Reduced 52.51%	17,026 $412,000
Q1 2022 May 12, 2022	BUY	$27.43 - $30.48 $774,678 - $860,816	28,242 Added 371.02%	35,854 $1.05 Million
Q4 2021 Jan 31, 2022	BUY	$27.64 - $30.61 $210,395 - $233,003	7,612 New	7,612 $233,000

Others Institutions Holding REET

# of Institutions

297

Shares Held

75M

Call Options Held

32.7K

Put Options Held

13.7K

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 Diversified Portfolios, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Diversified Portfolios, Inc. with notifications on news.

Account

Diversified Portfolios, Inc. Ishares Global Reit ETF Transaction History