CAM
REET icon

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

Close Asset 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
2018
Q4 		– Sell
-11,850
Closed -$298K – 204
2018
Q3 		$298K Hold
11,850
– – 0.02% 86
2018
Q2 		$287K Hold
11,850
– – 0.02% 83
2018
Q1 		$287K Buy
11,850
+250
+2% +$6.2K 0.02% 85
2017
Q4 		$302K Buy
11,600
+500
+5% +$12.9K 0.03% 81
2017
Q3 		$284K Hold
11,100
– – 0.03% 80
2017
Q2 		$283K Hold
11,100
– – 0.03% 80
2017
Q1 		$281K Buy
+11,100
New +$282K 0.03% 81

Other funds holding REET

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

Close Asset Management's REET Position: Q4 2018 in Review

Close Asset Management sold out of iShares Global REIT ETF (REET) in Q4 2018, closing a stake of 11,850 shares — an estimated $298K sold.

Close Asset Management first reported a position in REET in Q1 2017 and held it in 7 quarters. The position peaked at $302K in Q4 2017. 108 funds tracked by Wall St. Rank hold REET as of Q4 2018.

  • Close Asset Management reported no remaining iShares Global REIT ETF position as of Q4 2018 after selling out during the quarter.
  • Close Asset Management sold 11,850 iShares Global REIT ETF shares in Q4 2018, an estimated $298K.
  • Close Asset Management first reported a position in iShares Global REIT ETF in Q1 2017 and held it in 7 quarters.
  • Close Asset Management's iShares Global REIT ETF position peaked at $302K in Q4 2017.
  • 108 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2018.

Based on Close Asset Management's 13F filing for Q4 2018, filed 28 Jan 2019.