CWM
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Cahaba Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Cahaba Wealth Management’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
2022
Q4 		– Sell
-38,991
Closed -$829K – 148
2022
Q3 		$829K Sell
38,991
-2,394
-6% -$59K 0.11% 48
2022
Q2 		$1M Sell
41,385
-62,621
-60% -$1.67M 0.14% 44
2022
Q1 		$2.88M Sell
104,006
-991,118
-91% -$28.3M 0.4% 23
2021
Q4 		$33.5M Buy
1,095,124
+49,433
+5% +$1.44M 4.45% 6
2021
Q3 		$28.7M Buy
1,045,691
+17,168
+2% +$492K 4.22% 6
2021
Q2 		$29.7M Sell
1,028,523
-67,034
-6% -$1.83M 4.59% 6
2021
Q1 		$27.9M Buy
1,095,557
+70,374
+7% +$1.74M 4.33% 7
2020
Q4 		$24.6M Buy
1,025,183
+70,132
+7% +$1.58M 4.06% 7
2020
Q3 		$20.1M Buy
955,051
+16,226
+2% +$347K 3.96% 6
2020
Q2 		$20.3M Buy
938,825
+53,477
+6% +$1.08M 4.2% 6
2020
Q1 		$17M Buy
885,348
+57,068
+7% +$1.46M 4.32% 6
2019
Q4 		$22.9M Buy
828,280
+58,558
+8% +$1.64M 5.07% 5
2019
Q3 		$21.6M Buy
769,722
+37,189
+5% +$1.02M 5.16% 5
2019
Q2 		$19.5M Buy
732,533
+43,057
+6% +$1.15M 4.88% 6
2019
Q1 		$18.4M Buy
689,476
+50,377
+8% +$1.3M 4.98% 5
2018
Q4 		$15M Buy
639,099
+7,237
+1% +$178K 4.62% 6
2018
Q3 		$15.8M Buy
631,862
+43,827
+7% +$1.14M 5.19% 5
2018
Q2 		$15.1M Buy
588,035
+134,186
+30% +$3.36M 5.24% 4
2018
Q1 		$11M Buy
453,849
+301,321
+198% +$7.47M 4.33% 6
2017
Q4 		$3.98M Buy
152,528
+123,791
+431% +$3.2M 1.62% 14
2017
Q3 		$735K Buy
+28,737
New +$739K 0.34% 34

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AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cahaba Wealth Management's REET Position: Q4 2022 in Review

Cahaba Wealth Management sold out of iShares Global REIT ETF (REET) in Q4 2022, closing a stake of 38,991 shares — an estimated $829K sold.

Cahaba Wealth Management first reported a position in REET in Q3 2017 and held it in 21 quarters. The position peaked at $33.5M in Q4 2021. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

  • Cahaba Wealth Management reported no remaining iShares Global REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Cahaba Wealth Management sold 38,991 iShares Global REIT ETF shares in Q4 2022, an estimated $829K.
  • Cahaba Wealth Management first reported a position in iShares Global REIT ETF in Q3 2017 and held it in 21 quarters.
  • Cahaba Wealth Management's iShares Global REIT ETF position peaked at $33.5M in Q4 2021.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on Cahaba Wealth Management's 13F filing for Q4 2022, filed 30 Jan 2023.