CAMG Solamere Management’s iShares Global REIT ETF REET Stock Holding History

CAMG Solamere 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
2020 Q3	–	Sell	-149,315	Closed	-$3.12M	–	118
2020 Q2	$3.12M	Buy	149,315 +3,464	+2%	+$70K	1.72%	12
2020 Q1	$2.79M	Buy	145,851 +6,195	+4%	+$158K	1.47%	22
2019 Q4	$3.86M	Buy	139,656 +7,545	+6%	+$212K	1.78%	24
2019 Q3	$3.71M	Sell	132,111 -27,757	-17%	-$760K	1.86%	23
2019 Q2	$4.27M	Buy	159,868 +33,901	+27%	+$906K	1.95%	17
2019 Q1	$3.37M	Buy	125,967 +91,161	+262%	+$2.35M	1.67%	29
2018 Q4	$817K	Buy	+34,806	New	+$857K	0.46%	53

Other funds holding REET

Citigroup New York $303B AUM 53.02% 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

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

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

PSUF

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

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

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

CWM

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

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

CAMG Solamere Management's REET Position: Q3 2020 in Review

CAMG Solamere Management sold out of iShares Global REIT ETF (REET) in Q3 2020, closing a stake of 149,315 shares — an estimated $3.12M sold.

CAMG Solamere Management first reported a position in REET in Q4 2018 and held it in 7 quarters. The position peaked at $4.27M in Q2 2019. 173 funds tracked by Wall St. Rank hold REET as of Q3 2020.

CAMG Solamere Management reported no remaining iShares Global REIT ETF position as of Q3 2020 after selling out during the quarter.
CAMG Solamere Management sold 149,315 iShares Global REIT ETF shares in Q3 2020, an estimated $3.12M.
CAMG Solamere Management first reported a position in iShares Global REIT ETF in Q4 2018 and held it in 7 quarters.
CAMG Solamere Management's iShares Global REIT ETF position peaked at $4.27M in Q2 2019.
173 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2020.

Based on CAMG Solamere Management's 13F filing for Q3 2020, filed 16 Nov 2020.