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Hayden Royal’s iShares Global REIT ETF REET Stock Holding History

Hayden Royal’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
-41,454
Closed -$871K – 531
2020
Q3 		$871K Sell
41,454
-36,665
-47% -$784K 0.46% 53
2020
Q2 		$1.63M Buy
78,119
+49,375
+172% +$998K 0.92% 26
2020
Q1 		$550K Buy
28,744
+3,758
+15% +$95.8K 0.32% 82
2019
Q4 		$720K Sell
24,986
-30
-0.1% -$842 0.36% 68
2019
Q3 		$702K Buy
+25,016
New +$685K 0.62% 54

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Hayden Royal's REET Position: Q4 2020 in Review

Hayden Royal sold out of iShares Global REIT ETF (REET) in Q4 2020, closing a stake of 41,454 shares — an estimated $871K sold.

Hayden Royal first reported a position in REET in Q3 2019 and held it in 5 quarters. The position peaked at $1.63M in Q2 2020. 191 funds tracked by Wall St. Rank hold REET as of Q4 2020.

  • Hayden Royal reported no remaining iShares Global REIT ETF position as of Q4 2020 after selling out during the quarter.
  • Hayden Royal sold 41,454 iShares Global REIT ETF shares in Q4 2020, an estimated $871K.
  • Hayden Royal first reported a position in iShares Global REIT ETF in Q3 2019 and held it in 5 quarters.
  • Hayden Royal's iShares Global REIT ETF position peaked at $1.63M in Q2 2020.
  • 191 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2020.

Based on Hayden Royal's 13F filing for Q4 2020, filed 16 Feb 2021.