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Ladenburg Thalmann Financial Services’s iShares Global REIT ETF REET Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$1.11M Sell
40,655
-6,864
-14% -$193K 0.01% 1220
2019
Q3 		$1.33M Buy
47,519
+3,987
+9% +$109K 0.01% 1042
2019
Q2 		$1.16M Buy
43,532
+195
+0.4% +$5.21K 0.01% 1126
2019
Q1 		$1.16M Buy
43,337
+4,283
+11% +$110K 0.01% 1088
2018
Q4 		$915K Buy
39,054
+9,984
+34% +$246K 0.01% 1119
2018
Q3 		$733K Buy
29,070
+6,929
+31% +$180K 0.01% 1338
2018
Q2 		$544K Hold
22,141
– – 0.01% 1497
2018
Q1 		$544K Buy
22,141
+6,054
+38% +$150K 0.01% 1497
2017
Q4 		$420K Buy
16,087
+10,148
+171% +$262K ﹤0.01% 1669
2017
Q3 		$152K Buy
5,939
+44
+0.7% +$1.13K ﹤0.01% 2307
2017
Q2 		$150K Buy
5,895
+1,434
+32% +$36.8K ﹤0.01% 2237
2017
Q1 		$113K Buy
4,461
+191
+4% +$4.85K ﹤0.01% 2324
2016
Q4 		$108K Buy
4,270
+3,653
+592% +$92.2K ﹤0.01% 2265
2016
Q3 		$17K Sell
617
-10,480
-94% -$292K ﹤0.01% 3500
2016
Q2 		$305K Sell
11,097
-96
-0.9% -$2.56K ﹤0.01% 1399
2016
Q1 		$296K Sell
11,193
-570
-5% -$14.1K 0.01% 1353
2015
Q4 		$297K Buy
+11,763
New +$295K 0.01% 1320

Other funds holding REET

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's REET Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its iShares Global REIT ETF (REET) stake by 14% in Q4 2019, selling an estimated $193K and leaving 40,655 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1220.

Ladenburg Thalmann Financial Services first reported a position in REET in Q4 2015 and has held it in 17 quarters since. The position peaked at $1.33M in Q3 2019. 169 funds tracked by Wall St. Rank hold REET as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 40,655 shares of iShares Global REIT ETF worth $1.11M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 6,864 iShares Global REIT ETF shares in Q4 2019, an estimated $193K.
  • iShares Global REIT ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1220 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares Global REIT ETF in Q4 2015 and has held it in 17 quarters since.
  • Ladenburg Thalmann Financial Services's iShares Global REIT ETF position peaked at $1.33M in Q3 2019.
  • 169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.