LWM
REET icon

Liberty Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Liberty Wealth 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
2020
Q2 		– Sell
-19
Closed – – 958
2020
Q1 		$0 Buy
19
+1
+6% +$26 ﹤0.01% 968
2019
Q4 		$0 Buy
+18
New +$505 ﹤0.01% 953

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Jones Financial Companies
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M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Liberty Wealth Management's REET Position: Q2 2020 in Review

Liberty Wealth Management sold out of iShares Global REIT ETF (REET) in Q2 2020, closing a stake of 19 shares.

Liberty Wealth Management first reported a position in REET in Q4 2019 and held it in 2 quarters. The position peaked at $0 in Q1 2020. 169 funds tracked by Wall St. Rank hold REET as of Q2 2020.

  • Liberty Wealth Management reported no remaining iShares Global REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 19 iShares Global REIT ETF shares in Q2 2020.
  • Liberty Wealth Management first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 2 quarters.
  • Liberty Wealth Management's iShares Global REIT ETF position peaked at $0 in Q1 2020.
  • 169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.