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Epstein & White Financial’s iShares Global REIT ETF REET Stock Holding History

Epstein & White Financial’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
2021
Q2 		$417K Buy
15,048
+156
+1% +$4.26K 0.11% 47
2021
Q1 		$381K Buy
14,892
+386
+3% +$9.53K 0.11% 46
2020
Q4 		$346K Buy
14,506
+736
+5% +$16.6K 0.11% 50
2020
Q3 		$287K Buy
13,770
+726
+6% +$15.5K 0.1% 50
2020
Q2 		$271K Buy
13,044
+711
+6% +$14.4K 0.1% 52
2020
Q1 		$237K Buy
+12,333
New +$315K 0.1% 62

Other funds holding REET

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Epstein & White Financial's REET Position: Q2 2021 in Review

Epstein & White Financial increased its iShares Global REIT ETF (REET) stake by 1% in Q2 2021, buying an estimated $4.26K and bringing the position to 15,048 shares worth $417K. The position accounts for 0.11% of the portfolio, ranked #47.

Epstein & White Financial first reported a position in REET in Q1 2020 and has held it in 6 quarters since. 208 funds tracked by Wall St. Rank hold REET as of Q2 2021.

  • Epstein & White Financial held 15,048 shares of iShares Global REIT ETF worth $417K as of Q2 2021.
  • Epstein & White Financial bought 156 iShares Global REIT ETF shares in Q2 2021, an estimated $4.26K.
  • iShares Global REIT ETF made up 0.11% of Epstein & White Financial's portfolio in Q2 2021, its #47 holding.
  • Epstein & White Financial first reported a position in iShares Global REIT ETF in Q1 2020 and has held it in 6 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.