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Advisor Group’s iShares Global REIT ETF REET Stock Holding History

Advisor Group’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
2019
Q4 		$534K Buy
19,299
+82
+0.4% +$2.3K ﹤0.01% 1622
2019
Q3 		$539K Buy
19,217
+361
+2% +$9.88K ﹤0.01% 1561
2019
Q2 		$504K Sell
18,856
-1,574
-8% -$42K ﹤0.01% 1600
2019
Q1 		$547K Buy
20,430
+18,620
+1,029% +$479K ﹤0.01% 1524
2018
Q4 		$43K Buy
1,810
+323
+22% +$7.95K ﹤0.01% 3291
2018
Q3 		$38K Sell
1,487
-631
-30% -$16.4K ﹤0.01% 3480
2018
Q2 		$54K Buy
+2,118
New +$53K ﹤0.01% 3043
2018
Q1 		– Sell
-1,168
Closed -$30K – 5050
2017
Q4 		$30K Hold
1,168
– – ﹤0.01% 3439
2017
Q3 		$30K Buy
1,168
+35
+3% +$901 ﹤0.01% 3315
2017
Q2 		$29K Buy
+1,133
New +$29.1K ﹤0.01% 3239
2016
Q4 		– Sell
-1,021
Closed -$28K – 4597
2016
Q3 		$28K Sell
1,021
-3,644
-78% -$101K ﹤0.01% 2935
2016
Q2 		$128K Buy
+4,665
New +$124K ﹤0.01% 1746

Other funds holding REET

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group's REET Position: Q4 2019 in Review

Advisor Group increased its iShares Global REIT ETF (REET) stake by 0.43% in Q4 2019, buying an estimated $2.3K and bringing the position to 19,299 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Advisor Group first reported a position in REET in Q2 2016 and has held it in 12 quarters since. The position peaked at $547K in Q1 2019. 169 funds tracked by Wall St. Rank hold REET as of Q4 2019.

  • Advisor Group held 19,299 shares of iShares Global REIT ETF worth $534K as of Q4 2019.
  • Advisor Group bought 82 iShares Global REIT ETF shares in Q4 2019, an estimated $2.3K.
  • iShares Global REIT ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1622 holding.
  • Advisor Group first reported a position in iShares Global REIT ETF in Q2 2016 and has held it in 12 quarters since.
  • Advisor Group's iShares Global REIT ETF position peaked at $547K in Q1 2019.
  • 169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.