Ameritas Investment Company’s iShares Global REIT ETF REET Stock Holding History

Ameritas Investment Company’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 Q3	$12.7M	Sell	462,490 -24,308	-5%	-$697K	0.59%	33
2021 Q2	$13.5M	Buy	486,798 +169,113	+53%	+$4.62M	0.65%	30
2021 Q1	$8.09M	Buy	+317,685	New	+$7.84M	0.7%	30
2020 Q2	–	Sell	-519,528	Closed	-$8.98M	–	1305
2020 Q1	$8.98M	Buy	519,528 +48,128	+10%	+$1.23M	1.44%	11
2019 Q4	$13M	Buy	471,400 +216,291	+85%	+$6.07M	2.73%	4
2019 Q3	$7.33M	Buy	+255,109	New	+$6.98M	1.47%	10
2019 Q2	–	Sell	-303,226	Closed	-$8.1M	–	711
2019 Q1	$8.1M	Buy	303,226 +141,256	+87%	+$3.64M	1.5%	12
2018 Q4	$3.83M	Buy	+161,970	New	+$3.99M	0.83%	25

Other funds holding REET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

CWM

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

Ameritas Investment Company's REET Position: Q3 2021 in Review

Ameritas Investment Company reduced its iShares Global REIT ETF (REET) stake by 5% in Q3 2021, selling an estimated $697K and leaving 462,490 shares worth $12.7M. The position accounts for 0.59% of the portfolio, ranked #33.

Ameritas Investment Company first reported a position in REET in Q4 2018 and has held it in 8 quarters since. The position peaked at $13.5M in Q2 2021. 218 funds tracked by Wall St. Rank hold REET as of Q3 2021.

Ameritas Investment Company held 462,490 shares of iShares Global REIT ETF worth $12.7M as of Q3 2021.
Ameritas Investment Company sold 24,308 iShares Global REIT ETF shares in Q3 2021, an estimated $697K.
iShares Global REIT ETF made up 0.59% of Ameritas Investment Company's portfolio in Q3 2021, its #33 holding.
Ameritas Investment Company first reported a position in iShares Global REIT ETF in Q4 2018 and has held it in 8 quarters since.
Ameritas Investment Company's iShares Global REIT ETF position peaked at $13.5M in Q2 2021.
218 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.