Brand Asset Management Group’s iShares Global REIT ETF REET Stock Holding History

Brand Asset Management 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
2021 Q2	–	Sell	-12,284	Closed	-$313K	–	207
2021 Q1	$313K	Sell	12,284 -2,679	-18%	-$66.2K	0.16%	56
2020 Q4	$358K	Sell	14,963 -6,816	-31%	-$154K	0.2%	54
2020 Q3	$458K	Sell	21,779 -29,980	-58%	-$641K	0.29%	47
2020 Q2	$1.08M	Sell	51,759 -20,526	-28%	-$415K	0.69%	33
2020 Q1	$1.38M	Buy	72,285 +54,976	+318%	+$1.4M	1.02%	22
2019 Q4	$478K	Buy	17,309 +10,091	+140%	+$283K	0.3%	45
2019 Q3	$203K	Buy	7,218 +6,240	+638%	+$171K	0.13%	65
2019 Q2	$26K	Buy	+978	New	+$26.1K	0.02%	184

Other funds holding REET

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

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 $29.2B AUM 22.81% 1-Year Est. Return

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

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

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

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

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

CWM

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

Brand Asset Management Group's REET Position: Q2 2021 in Review

Brand Asset Management Group sold out of iShares Global REIT ETF (REET) in Q2 2021, closing a stake of 12,284 shares — an estimated $313K sold.

Brand Asset Management Group first reported a position in REET in Q2 2019 and held it in 8 quarters. The position peaked at $1.38M in Q1 2020. 208 funds tracked by Wall St. Rank hold REET as of Q2 2021.

Brand Asset Management Group reported no remaining iShares Global REIT ETF position as of Q2 2021 after selling out during the quarter.
Brand Asset Management Group sold 12,284 iShares Global REIT ETF shares in Q2 2021, an estimated $313K.
Brand Asset Management Group first reported a position in iShares Global REIT ETF in Q2 2019 and held it in 8 quarters.
Brand Asset Management Group's iShares Global REIT ETF position peaked at $1.38M in Q1 2020.
208 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2021.

Based on Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.