A detailed history of Pds Planning, Inc transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Pds Planning, Inc holds 1,283,394 shares of REET stock, worth $32.6 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares
1,283,394
Previous 1,178,806 8.87%
Holding current value
$32.6 Million
Previous $27.4 Million 24.98%
% of portfolio
3.11%
Previous 2.78%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$23.07 - $27.17 $2.41 Million - $2.84 Million
104,588 Added 8.87%
1,283,394 $34.3 Million
Q2 2024

Aug 07, 2024

BUY
$21.86 - $23.58 $879,886 - $949,118
40,251 Added 3.54%
1,178,806 $27.4 Million
Q1 2024

May 01, 2024

BUY
$22.72 - $24.32 $987,388 - $1.06 Million
43,459 Added 3.97%
1,138,555 $27 Million
Q4 2023

Feb 01, 2024

BUY
$19.81 - $24.56 $3.03 Million - $3.76 Million
152,929 Added 16.23%
1,095,096 $26.5 Million
Q3 2023

Oct 20, 2023

BUY
$20.89 - $24.12 $761,377 - $879,101
36,447 Added 4.02%
942,167 $19.9 Million
Q2 2023

Jul 20, 2023

BUY
$21.94 - $23.31 $2.58 Million - $2.74 Million
117,586 Added 14.92%
905,720 $20.8 Million
Q1 2023

May 01, 2023

BUY
$21.44 - $25.55 $1.37 Million - $1.64 Million
64,057 Added 8.85%
788,134 $18.1 Million
Q4 2022

Jan 26, 2023

BUY
$20.39 - $23.63 $666,202 - $772,062
32,673 Added 4.73%
724,077 $0
Q3 2022

Nov 02, 2022

BUY
$20.93 - $26.78 $2.12 Million - $2.71 Million
101,114 Added 17.13%
691,404 $14.7 Million
Q2 2022

Jul 15, 2022

BUY
$23.38 - $29.81 $1.28 Million - $1.63 Million
54,812 Added 10.24%
590,290 $14.3 Million
Q1 2022

Apr 18, 2022

BUY
$27.43 - $30.48 $1.42 Million - $1.57 Million
51,649 Added 10.68%
535,478 $15.6 Million
Q4 2021

Jan 25, 2022

BUY
$27.64 - $30.61 $2.04 Million - $2.26 Million
73,836 Added 18.01%
483,829 $14.8 Million
Q3 2021

Oct 22, 2021

BUY
$27.41 - $29.78 $1.33 Million - $1.44 Million
48,498 Added 13.42%
409,993 $11.2 Million
Q2 2021

Jul 26, 2021

BUY
$25.9 - $28.81 $2.06 Million - $2.3 Million
79,692 Added 28.28%
361,495 $10 Million
Q1 2021

Apr 20, 2021

BUY
$23.2 - $26.09 $1.67 Million - $1.88 Million
72,048 Added 34.35%
281,803 $7.18 Million
Q4 2020

Jan 21, 2021

BUY
$20.19 - $24.01 $714,180 - $849,305
35,373 Added 20.28%
209,755 $5.02 Million
Q3 2020

Oct 19, 2020

BUY
$20.27 - $22.2 $339,927 - $372,294
16,770 Added 10.64%
174,382 $3.67 Million
Q2 2020

Aug 11, 2020

BUY
$17.29 - $23.44 $2.73 Million - $3.69 Million
157,612 New
157,612 $3.29 Million

Others Institutions Holding REET

About ISHARES GLOBAL REIT ETF


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

Track Pds Planning, Inc Portfolio

Follow Pds Planning, Inc 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 Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.