LifePlan Financial Group’s iShares Global REIT ETF REET Stock Holding History

LifePlan Financial Group’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	$18K	Hold	833	–	–	0.01%	356
2020 Q2	$17K	Hold	833	–	–	0.01%	361
2020 Q1	$16K	Hold	833	–	–	0.01%	346
2019 Q4	$23K	Hold	833	–	–	0.01%	331
2019 Q3	$23K	Hold	833	–	–	0.01%	334
2019 Q2	$22K	Hold	833	–	–	0.01%	332
2019 Q1	$22K	Hold	833	–	–	0.01%	340
2018 Q4	$20K	Hold	833	–	–	0.01%	331
2018 Q3	$21K	Hold	833	–	–	0.01%	333
2018 Q2	$21K	Hold	833	–	–	0.01%	332
2018 Q1	$20K	Buy	+833	New	+$20.7K	0.01%	319

Other funds holding REET

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

LifePlan Financial Group's REET Position: Q3 2020 in Review

LifePlan Financial Group held its iShares Global REIT ETF (REET) position steady in Q3 2020 at 833 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #356.

LifePlan Financial Group first reported a position in REET in Q1 2018 and has held it in 11 quarters since. The position peaked at $23K in Q4 2019. 173 funds tracked by Wall St. Rank hold REET as of Q3 2020.

LifePlan Financial Group held 833 shares of iShares Global REIT ETF worth $18K as of Q3 2020.
LifePlan Financial Group left its iShares Global REIT ETF share count unchanged in Q3 2020.
iShares Global REIT ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #356 holding.
LifePlan Financial Group first reported a position in iShares Global REIT ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's iShares Global REIT ETF position peaked at $23K in Q4 2019.
173 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.