Elmwood Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Elmwood Wealth 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 Q1	–	Sell	-22	Closed	-$1K	–	272
2021 Q4	$1K	Buy	+22	New	+$643	﹤0.01%	355
2021 Q2	$1K	Sell	22 -175	-89%	-$4.78K	﹤0.01%	321
2021 Q1	$5K	Buy	+197	New	+$4.87K	﹤0.01%	272
2020 Q3	$4K	Hold	197	–	–	﹤0.01%	218
2020 Q2	$4K	Sell	197 -300	-60%	-$6.07K	﹤0.01%	218
2020 Q1	$12.2K	Buy	+497	New	+$12.7K	0.01%	181
2019 Q4	–	Sell	-296	Closed	-$8K	–	207
2019 Q3	$8K	Hold	296	–	–	0.01%	192
2019 Q2	$8K	Buy	296 +9	+3%	+$240	0.01%	205
2019 Q1	$8K	Sell	287 -83	-22%	-$2.14K	0.01%	199
2018 Q4	$9K	Sell	370 -124	-25%	-$3.05K	0.01%	200
2018 Q3	$12.5K	Sell	494 -3	-0.6%	-$78	0.01%	192
2018 Q2	$12.8K	Hold	497	–	–	0.01%	188
2018 Q1	$12.2K	Buy	+497	New	+$12.3K	0.01%	181

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PCIG

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

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

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

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

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

Elmwood Wealth Management's REET Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares Global REIT ETF (REET) in Q1 2022, closing a stake of 22 shares — an estimated $1K sold.

Elmwood Wealth Management first reported a position in REET in Q1 2018 and held it in 13 quarters. The position peaked at $12.8K in Q2 2018. 268 funds tracked by Wall St. Rank hold REET as of Q1 2022.

Elmwood Wealth Management reported no remaining iShares Global REIT ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 22 iShares Global REIT ETF shares in Q1 2022, an estimated $1K.
Elmwood Wealth Management first reported a position in iShares Global REIT ETF in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's iShares Global REIT ETF position peaked at $12.8K in Q2 2018.
268 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.