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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PCIG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CFA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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.