Fund Evaluation Group
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Fund Evaluation Group’s iShares Global REIT ETF REET Stock Holding History

Fund Evaluation Group’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
2017
Q2 		– Sell
-2,742,480
Closed -$69.5M – 23
2017
Q1 		$69.5M Sell
2,742,480
-91,501
-3% -$2.32M 9.13% 5
2016
Q4 		$71.5M Buy
2,833,981
+22,502
+0.8% +$568K 9.45% 4
2016
Q3 		$76.5M Buy
2,811,479
+106,349
+4% +$2.96M 11.95% 3
2016
Q2 		$74.3M Sell
2,705,130
-6,761
-0.2% -$180K 12.08% 3
2016
Q1 		$71.8M Buy
+2,711,891
New +$67M 11.97% 2

Other funds holding REET

Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fund Evaluation Group's REET Position: Q2 2017 in Review

Fund Evaluation Group sold out of iShares Global REIT ETF (REET) in Q2 2017, closing a stake of 2,742,480 shares — an estimated $69.5M sold.

Fund Evaluation Group first reported a position in REET in Q1 2016 and held it in 5 quarters. The position peaked at $76.5M in Q3 2016. 42 funds tracked by Wall St. Rank hold REET as of Q2 2017.

  • Fund Evaluation Group reported no remaining iShares Global REIT ETF position as of Q2 2017 after selling out during the quarter.
  • Fund Evaluation Group sold 2,742,480 iShares Global REIT ETF shares in Q2 2017, an estimated $69.5M.
  • Fund Evaluation Group first reported a position in iShares Global REIT ETF in Q1 2016 and held it in 5 quarters.
  • Fund Evaluation Group's iShares Global REIT ETF position peaked at $76.5M in Q3 2016.
  • 42 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2017.

Based on Fund Evaluation Group's 13F filing for Q2 2017, filed 9 Aug 2017.