NICOLA WEALTH MANAGEMENT LTD. REET Holdings History
NICOLA WEALTH MANAGEMENT LTD.'s iShares Global REIT ETF Holding Summary
As of 2025-03-31, NICOLA WEALTH MANAGEMENT LTD. held 1.13 Mil shares of iShares Global REIT ETF(REET), totaling $27.37 Mil. This investment constitutes 2.67% of their stock portfolio, and NICOLA WEALTH MANAGEMENT LTD. now holds 0.72% of the outstanding iShares Global REIT ETF(REET) stock.
The initial trade took place in 2024Q1. And since then NICOLA WEALTH MANAGEMENT LTD. has made 5 purchases of REET, at an average price of $24.64, for a total of 1.13 Mil shares. Based on historical transaction data and REET's current price of $25.26, NICOLA WEALTH MANAGEMENT LTD.'s estimated gain on his REET holdings is $703,818.00, reflecting a 2.53% gain to date.
NICOLA WEALTH MANAGEMENT LTD. REET ($25.26) Holding Chart
NICOLA WEALTH MANAGEMENT LTD. REET ($25.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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