IDA
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Intelligence Driven Advisers’s iShares Global REIT ETF REET Stock Holding History

Intelligence Driven Advisers’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
Q3 		– Sell
-114,663
Closed -$2.39M – 97
2020
Q2 		$2.39M Buy
114,663
+24,163
+27% +$489K 0.85% 28
2020
Q1 		$1.73M Buy
90,500
+50,387
+126% +$1.29M 0.8% 31
2019
Q4 		$1.11M Buy
40,113
+10,546
+36% +$296K 0.5% 38
2019
Q3 		$830K Buy
29,567
+3,403
+13% +$93.2K 0.39% 39
2019
Q2 		$698K Buy
+26,164
New +$699K 0.33% 45

Other funds holding REET

Citigroup
Citigroup New York $157B 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 $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 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