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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 $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 29.2% 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
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Intelligence Driven Advisers's REET Position: Q3 2020 in Review

Intelligence Driven Advisers sold out of iShares Global REIT ETF (REET) in Q3 2020, closing a stake of 114,663 shares — an estimated $2.39M sold.

Intelligence Driven Advisers first reported a position in REET in Q2 2019 and held it in 5 quarters. The position peaked at $2.39M in Q2 2020. 173 funds tracked by Wall St. Rank hold REET as of Q3 2020.

  • Intelligence Driven Advisers reported no remaining iShares Global REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Intelligence Driven Advisers sold 114,663 iShares Global REIT ETF shares in Q3 2020, an estimated $2.39M.
  • Intelligence Driven Advisers first reported a position in iShares Global REIT ETF in Q2 2019 and held it in 5 quarters.
  • Intelligence Driven Advisers's iShares Global REIT ETF position peaked at $2.39M in Q2 2020.
  • 173 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2020.

Based on Intelligence Driven Advisers's 13F filing for Q3 2020, filed 9 Oct 2020.