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Eaton Vance Management’s iShares Global REIT ETF REET Stock Holding History

Eaton Vance 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
2022
Q2 		– Sell
-84,422
Closed -$2.47M – 1761
2022
Q1 		$2.47M Sell
84,422
-2,665
-3% -$76.1K ﹤0.01% 1114
2021
Q4 		$2.67M Sell
87,087
-50,623
-37% -$1.48M ﹤0.01% 961
2021
Q3 		$4K Buy
137,710
+3,610
+3% +$104K ﹤0.01% 1848
2021
Q2 		$3.72M Buy
134,100
+28,732
+27% +$785K 0.01% 857
2021
Q1 		$2.69M Buy
105,368
+8,987
+9% +$222K ﹤0.01% 903
2020
Q4 		$2.31M Buy
+96,381
New +$2.17M ﹤0.01% 895

Other funds holding REET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

Eaton Vance Management's REET Position: Q2 2022 in Review

Eaton Vance Management sold out of iShares Global REIT ETF (REET) in Q2 2022, closing a stake of 84,422 shares — an estimated $2.47M sold.

Eaton Vance Management first reported a position in REET in Q4 2020 and held it in 6 quarters. The position peaked at $3.72M in Q2 2021. 249 funds tracked by Wall St. Rank hold REET as of Q2 2022.

  • Eaton Vance Management reported no remaining iShares Global REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Eaton Vance Management sold 84,422 iShares Global REIT ETF shares in Q2 2022, an estimated $2.47M.
  • Eaton Vance Management first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 6 quarters.
  • Eaton Vance Management's iShares Global REIT ETF position peaked at $3.72M in Q2 2021.
  • 249 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.