EW
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Evoke Wealth’s iShares Global REIT ETF REET Stock Holding History

Evoke Wealth’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
2020
Q3 		– Sell
-56
Closed -$1K – 1109
2020
Q2 		$1K Hold
56
– – ﹤0.01% 1017
2020
Q1 		$1.07K Buy
+56
New +$1.43K ﹤0.01% 920

Other funds holding REET

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Evoke Wealth's REET Position: Q3 2020 in Review

Evoke Wealth sold out of iShares Global REIT ETF (REET) in Q3 2020, closing a stake of 56 shares — an estimated $1K sold.

Evoke Wealth first reported a position in REET in Q1 2020 and held it in 2 quarters. The position peaked at $1.07K in Q1 2020. 173 funds tracked by Wall St. Rank hold REET as of Q3 2020.

  • Evoke Wealth reported no remaining iShares Global REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Evoke Wealth sold 56 iShares Global REIT ETF shares in Q3 2020, an estimated $1K.
  • Evoke Wealth first reported a position in iShares Global REIT ETF in Q1 2020 and held it in 2 quarters.
  • Evoke Wealth's iShares Global REIT ETF position peaked at $1.07K in Q1 2020.
  • 173 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.