Atlas Capital Advisors’s iShares Global REIT ETF REET Stock Holding History

Atlas Capital Advisors’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
2020 Q2	–	Sell	-320	Closed	-$6.13K	–	725
2020 Q1	$6.13K	Buy	+320	New	+$8.16K	﹤0.01%	606
2019 Q1	–	Sell	-9	Closed	-$210	–	589
2018 Q4	$210	Buy	9 +1	+13%	+$25	﹤0.01%	557
2018 Q3	$198	Buy	8 +2	+33%	+$52	﹤0.01%	535
2018 Q2	$154	Buy	6 +2	+50%	+$50	﹤0.01%	499
2018 Q1	$98	Buy	+4	New	+$99	﹤0.01%	515

Other funds holding REET

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Atlas Capital Advisors's REET Position: Q2 2020 in Review

Atlas Capital Advisors sold out of iShares Global REIT ETF (REET) in Q2 2020, closing a stake of 320 shares — an estimated $6.13K sold.

Atlas Capital Advisors first reported a position in REET in Q1 2018 and held it in 5 quarters. The position peaked at $6.13K in Q1 2020. 169 funds tracked by Wall St. Rank hold REET as of Q2 2020.

Atlas Capital Advisors reported no remaining iShares Global REIT ETF position as of Q2 2020 after selling out during the quarter.
Atlas Capital Advisors sold 320 iShares Global REIT ETF shares in Q2 2020, an estimated $6.13K.
Atlas Capital Advisors first reported a position in iShares Global REIT ETF in Q1 2018 and held it in 5 quarters.
Atlas Capital Advisors's iShares Global REIT ETF position peaked at $6.13K in Q1 2020.
169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2020.

Based on Atlas Capital Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.