HFA
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Huber Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

Huber Financial Advisors’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 		$2.02M Buy
105,204
+40,069
+62% +$1.02M 0.75% 19
2019
Q4 		$1.8M Buy
+65,135
New +$1.83M 0.62% 22

Other funds holding REET

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.48B AUM 18.56% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Huber Financial Advisors's REET Position: Q1 2020 in Review

Huber Financial Advisors increased its iShares Global REIT ETF (REET) stake by 62% in Q1 2020, buying an estimated $1.02M and bringing the position to 105,204 shares worth $2.02M. The position accounts for 0.75% of the portfolio, ranked #19.

Huber Financial Advisors first reported a position in REET in Q4 2019 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold REET as of Q1 2020.

  • Huber Financial Advisors held 105,204 shares of iShares Global REIT ETF worth $2.02M as of Q1 2020.
  • Huber Financial Advisors bought 40,069 iShares Global REIT ETF shares in Q1 2020, an estimated $1.02M.
  • iShares Global REIT ETF made up 0.75% of Huber Financial Advisors's portfolio in Q1 2020, its #19 holding.
  • Huber Financial Advisors first reported a position in iShares Global REIT ETF in Q4 2019 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.