DFG
REET icon

DWM Financial Group’s iShares Global REIT ETF REET Stock Holding History

DWM Financial Group’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
-83,664
Closed -$2.31M – 31
2019
Q4 		$2.31M Buy
+83,664
New +$2.35M 2.35% 18

Other funds holding REET

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Jones Financial Companies
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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

DWM Financial Group's REET Position: Q1 2020 in Review

DWM Financial Group sold out of iShares Global REIT ETF (REET) in Q1 2020, closing a stake of 83,664 shares — an estimated $2.31M sold.

DWM Financial Group first reported a position in REET in Q4 2019 and held it in 1 quarter. The position peaked at $2.31M in Q4 2019. 168 funds tracked by Wall St. Rank hold REET as of Q1 2020.

  • DWM Financial Group reported no remaining iShares Global REIT ETF position as of Q1 2020 after selling out during the quarter.
  • DWM Financial Group sold 83,664 iShares Global REIT ETF shares in Q1 2020, an estimated $2.31M.
  • DWM Financial Group first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 1 quarter.
  • DWM Financial Group's iShares Global REIT ETF position peaked at $2.31M in Q4 2019.
  • 168 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2020.

Based on DWM Financial Group's 13F filing for Q1 2020, filed 13 May 2020.