Freestone Capital Holdings
REET icon

Freestone Capital Holdings’s iShares Global REIT ETF REET Stock Holding History

Freestone Capital Holdings’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
Q4 		– Sell
-1,088
Closed -$22.9K – 1314
2020
Q3 		$22.9K Buy
+1,088
New +$23.3K ﹤0.01% 625

Other funds holding REET

Citigroup
Citigroup New York $303B AUM 53.02% 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 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Partners Capital Investment Group
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
People's United Financial
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

Freestone Capital Holdings's REET Position: Q4 2020 in Review

Freestone Capital Holdings sold out of iShares Global REIT ETF (REET) in Q4 2020, closing a stake of 1,088 shares — an estimated $22.9K sold.

Freestone Capital Holdings first reported a position in REET in Q3 2020 and held it in 1 quarter. The position peaked at $22.9K in Q3 2020. 191 funds tracked by Wall St. Rank hold REET as of Q4 2020.

  • Freestone Capital Holdings reported no remaining iShares Global REIT ETF position as of Q4 2020 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,088 iShares Global REIT ETF shares in Q4 2020, an estimated $22.9K.
  • Freestone Capital Holdings first reported a position in iShares Global REIT ETF in Q3 2020 and held it in 1 quarter.
  • Freestone Capital Holdings's iShares Global REIT ETF position peaked at $22.9K in Q3 2020.
  • 191 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2020.

Based on Freestone Capital Holdings's 13F filing for Q4 2020, filed 16 Feb 2021.