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 New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

20/20 Capital Management's REET Position: Q2 2021 in Review

20/20 Capital Management reduced its iShares Global REIT ETF (REET) stake by 3.4% in Q2 2021, selling an estimated $14.4K and leaving 15,168 shares worth $420K. The position accounts for 0.11% of the portfolio, ranked #111.

20/20 Capital Management first reported a position in REET in Q4 2019 and has held it in 7 quarters since. The position peaked at $2.06M in Q2 2020. 208 funds tracked by Wall St. Rank hold REET as of Q2 2021.

20/20 Capital Management held 15,168 shares of iShares Global REIT ETF worth $420K as of Q2 2021.
20/20 Capital Management sold 527 iShares Global REIT ETF shares in Q2 2021, an estimated $14.4K.
iShares Global REIT ETF made up 0.11% of 20/20 Capital Management's portfolio in Q2 2021, its #111 holding.
20/20 Capital Management first reported a position in iShares Global REIT ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's iShares Global REIT ETF position peaked at $2.06M in Q2 2020.
208 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.