22CM
REET icon

20/20 Capital Management’s iShares Global REIT ETF REET Stock Holding History

20/20 Capital Management’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$420K Sell
15,168
-527
-3% -$14.4K 0.11% 111
2021
Q1 		$400K Sell
15,695
-1,953
-11% -$48.2K 0.12% 111
2020
Q4 		$427K Sell
17,648
-67,379
-79% -$1.52M 0.12% 116
2020
Q3 		$1.79M Sell
85,027
-9,423
-10% -$202K 0.67% 28
2020
Q2 		$2.06M Buy
94,450
+23,526
+33% +$476K 0.8% 27
2020
Q1 		$1.39M Buy
70,924
+3,055
+5% +$77.9K 0.62% 30
2019
Q4 		$1.91M Buy
+67,869
New +$1.9M 0.77% 26

Other funds holding REET

Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return