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EP Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

EP Wealth Advisors’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
-11,640
Closed -$356K – 660
2021
Q4 		$356K Buy
+11,640
New +$340K 0.01% 432

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of Montreal
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EP Wealth Advisors's REET Position: Q1 2022 in Review

EP Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q1 2022, closing a stake of 11,640 shares — an estimated $356K sold.

EP Wealth Advisors first reported a position in REET in Q4 2021 and held it in 1 quarter. The position peaked at $356K in Q4 2021. 268 funds tracked by Wall St. Rank hold REET as of Q1 2022.

  • EP Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q1 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 11,640 iShares Global REIT ETF shares in Q1 2022, an estimated $356K.
  • EP Wealth Advisors first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 1 quarter.
  • EP Wealth Advisors's iShares Global REIT ETF position peaked at $356K in Q4 2021.
  • 268 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2022.

Based on EP Wealth Advisors's 13F filing for Q1 2022, filed 20 May 2022.