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 $250B AUM 21.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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 $180B AUM 37.51% 1-Year Est. Return

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

CWM

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 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.