First Merchants Corp’s iShares Global REIT ETF REET Stock Holding History

First Merchants Corp’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 Q1	–	Sell	-22,650	Closed	-$625K	–	250
2019 Q4	$625K	Sell	22,650 -4,200	-16%	-$118K	0.06%	199
2019 Q3	$754K	Sell	26,850 -1,500	-5%	-$41.1K	0.08%	196
2019 Q2	$756K	Sell	28,350 -3,335	-11%	-$89.1K	0.12%	146
2019 Q1	$846K	Buy	31,685 +6,300	+25%	+$162K	0.14%	144
2018 Q4	$594K	Sell	25,385 -6,290	-20%	-$155K	0.11%	147
2018 Q3	$799K	Sell	31,675 -1,700	-5%	-$44.1K	0.13%	144
2018 Q2	$856K	Sell	33,375 -9,010	-21%	-$226K	0.15%	141
2018 Q1	$1.04M	Sell	42,385 -4,500	-10%	-$112K	0.17%	129
2017 Q4	$1.22M	Buy	46,885 +1,725	+4%	+$44.5K	0.21%	122
2017 Q3	$1.16M	Buy	+45,160	New	+$1.16M	0.2%	127

Other funds holding REET

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

First Merchants Corp's REET Position: Q1 2020 in Review

First Merchants Corp sold out of iShares Global REIT ETF (REET) in Q1 2020, closing a stake of 22,650 shares — an estimated $625K sold.

First Merchants Corp first reported a position in REET in Q3 2017 and held it in 10 quarters. The position peaked at $1.22M in Q4 2017. 168 funds tracked by Wall St. Rank hold REET as of Q1 2020.

First Merchants Corp reported no remaining iShares Global REIT ETF position as of Q1 2020 after selling out during the quarter.
First Merchants Corp sold 22,650 iShares Global REIT ETF shares in Q1 2020, an estimated $625K.
First Merchants Corp first reported a position in iShares Global REIT ETF in Q3 2017 and held it in 10 quarters.
First Merchants Corp's iShares Global REIT ETF position peaked at $1.22M in Q4 2017.
168 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2020.

Based on First Merchants Corp's 13F filing for Q1 2020, filed 23 Apr 2020.