CreativeOne Wealth’s iShares Global REIT ETF REET Stock Holding History

CreativeOne Wealth’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 Q1	–	Sell	-8,064	Closed	-$223K	–	230
2019 Q4	$223K	Sell	8,064 -6,028	-43%	-$169K	0.04%	199
2019 Q3	$396K	Sell	14,092 -14,083	-50%	-$386K	0.08%	107
2019 Q2	$752K	Buy	28,175 +7,540	+37%	+$201K	0.16%	72
2019 Q1	$552K	Buy	20,635 +3,144	+18%	+$80.9K	0.14%	64
2018 Q4	$410K	Buy	17,491 +5,947	+52%	+$146K	0.14%	63
2018 Q3	$291K	Buy	+11,544	New	+$299K	0.11%	57

Other funds holding REET

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PSUF

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

CFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CWM

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

CreativeOne Wealth's REET Position: Q1 2020 in Review

CreativeOne Wealth sold out of iShares Global REIT ETF (REET) in Q1 2020, closing a stake of 8,064 shares — an estimated $223K sold.

CreativeOne Wealth first reported a position in REET in Q3 2018 and held it in 6 quarters. The position peaked at $752K in Q2 2019. 168 funds tracked by Wall St. Rank hold REET as of Q1 2020.

CreativeOne Wealth reported no remaining iShares Global REIT ETF position as of Q1 2020 after selling out during the quarter.
CreativeOne Wealth sold 8,064 iShares Global REIT ETF shares in Q1 2020, an estimated $223K.
CreativeOne Wealth first reported a position in iShares Global REIT ETF in Q3 2018 and held it in 6 quarters.
CreativeOne Wealth's iShares Global REIT ETF position peaked at $752K in Q2 2019.
168 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2020.

Based on CreativeOne Wealth's 13F filing for Q1 2020, filed 14 May 2020.