JCM
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Jacobi Capital Management’s iShares Global REIT ETF REET Stock Holding History

Jacobi Capital Management’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
2021
Q4 		– Sell
-22
Closed -$1K – 1107
2021
Q3 		$1K Hold
22
– – ﹤0.01% 1406
2021
Q2 		$1K Hold
22
– – ﹤0.01% 1351
2021
Q1 		$1K Hold
22
– – ﹤0.01% 1322
2020
Q4 		$1K Hold
22
– – ﹤0.01% 1260
2020
Q3 		$0 Buy
22
+15
+214% +$321 ﹤0.01% 1295
2020
Q2 		$0 Sell
7
-14
-67% -$283 ﹤0.01% 1269
2020
Q1 		$0 Buy
+21
New +$536 ﹤0.01% 1191

Other funds holding REET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jacobi Capital Management's REET Position: Q4 2021 in Review

Jacobi Capital Management sold out of iShares Global REIT ETF (REET) in Q4 2021, closing a stake of 22 shares — an estimated $1K sold.

Jacobi Capital Management first reported a position in REET in Q1 2020 and held it in 7 quarters. The position peaked at $1K in Q3 2021. 259 funds tracked by Wall St. Rank hold REET as of Q4 2021.

  • Jacobi Capital Management reported no remaining iShares Global REIT ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 22 iShares Global REIT ETF shares in Q4 2021, an estimated $1K.
  • Jacobi Capital Management first reported a position in iShares Global REIT ETF in Q1 2020 and held it in 7 quarters.
  • Jacobi Capital Management's iShares Global REIT ETF position peaked at $1K in Q3 2021.
  • 259 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.