CPWM
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Cardinal Point Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Cardinal Point 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
2021
Q3 		$396K Sell
14,450
-1,675
-10% -$48K 0.19% 29
2021
Q2 		$447K Sell
16,125
-2,675
-14% -$73.1K 0.2% 30
2021
Q1 		$479K Buy
18,800
+2,750
+17% +$67.9K 0.24% 24
2020
Q4 		$384K Buy
+16,050
New +$362K 0.2% 25

Other funds holding REET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
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

Cardinal Point Wealth Management's REET Position: Q3 2021 in Review

Cardinal Point Wealth Management reduced its iShares Global REIT ETF (REET) stake by 10% in Q3 2021, selling an estimated $48K and leaving 14,450 shares worth $396K. The position accounts for 0.19% of the portfolio, ranked #29.

Cardinal Point Wealth Management first reported a position in REET in Q4 2020 and has held it in 4 quarters since. The position peaked at $479K in Q1 2021. 218 funds tracked by Wall St. Rank hold REET as of Q3 2021.

  • Cardinal Point Wealth Management held 14,450 shares of iShares Global REIT ETF worth $396K as of Q3 2021.
  • Cardinal Point Wealth Management sold 1,675 iShares Global REIT ETF shares in Q3 2021, an estimated $48K.
  • iShares Global REIT ETF made up 0.19% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #29 holding.
  • Cardinal Point Wealth Management first reported a position in iShares Global REIT ETF in Q4 2020 and has held it in 4 quarters since.
  • Cardinal Point Wealth Management's iShares Global REIT ETF position peaked at $479K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.