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FormulaFolio Investments’s iShares Global REIT ETF REET Stock Holding History

FormulaFolio Investments’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
Q2 		– Sell
-65,830
Closed -$1.26M – 320
2020
Q1 		$1.26M Sell
65,830
-766,043
-92% -$19.5M 0.07% 104
2019
Q4 		$23M Sell
831,873
-48,116
-5% -$1.35M 0.82% 31
2019
Q3 		$24.7M Sell
879,989
-86,947
-9% -$2.38M 0.95% 21
2019
Q2 		$25.8M Sell
966,936
-27,847
-3% -$744K 1.09% 21
2019
Q1 		$26.6M Sell
994,783
-297,995
-23% -$7.67M 1.17% 21
2018
Q4 		$32.6M Hold
1,292,778
– – 1.43% 19
2018
Q3 		$32.6M Buy
+1,292,778
New +$33.5M 1.43% 19

Other funds holding REET

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 $501B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return