SageView Advisory Group, LLC REET Holdings History
SageView Advisory Group, LLC's iShares Global REIT ETF Holding Summary
As of 2025-03-31, SageView Advisory Group, LLC held 2.66 Mil shares of iShares Global REIT ETF(REET), totaling $64.61 Mil. This investment constitutes 2.76% of their stock portfolio, and SageView Advisory Group, LLC now holds 1.68% of the outstanding iShares Global REIT ETF(REET) stock.
The initial trade took place in 2022Q4. And since then SageView Advisory Group, LLC has made 7 purchases of REET, at an average price of $23.02, for a total of 5.41 Mil shares. In addition, there have been 2 sales at an average price of $23.66 for 2.75 Mil shares. Based on historical transaction data and REET's current price of $24.77, SageView Advisory Group, LLC's estimated gain on his REET holdings is $6.43 Mil, reflecting a 5.16% gain to date.
SageView Advisory Group, LLC REET ($24.77) Holding Chart
SageView Advisory Group, LLC REET ($24.77) 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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