London & Capital Asset Management’s iShares Global REIT ETF REET Stock Holding History

London & Capital Asset 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
2022 Q2	–	Sell	-12,000	Closed	-$351K	–	80
2022 Q1	$351K	Hold	12,000	–	–	0.03%	66
2021 Q4	$367K	Hold	12,000	–	–	0.02%	75
2021 Q3	$329K	Hold	12,000	–	–	0.02%	78
2021 Q2	$333K	Hold	12,000	–	–	0.03%	77
2021 Q1	$306K	Hold	12,000	–	–	0.03%	82
2020 Q4	$287K	Hold	12,000	–	–	0.03%	72
2020 Q3	$252K	Buy	+12,000	New	+$257K	0.03%	59

Other funds holding REET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

London & Capital Asset Management's REET Position: Q2 2022 in Review

London & Capital Asset Management sold out of iShares Global REIT ETF (REET) in Q2 2022, closing a stake of 12,000 shares — an estimated $351K sold.

London & Capital Asset Management first reported a position in REET in Q3 2020 and held it in 7 quarters. The position peaked at $367K in Q4 2021. 249 funds tracked by Wall St. Rank hold REET as of Q2 2022.

London & Capital Asset Management reported no remaining iShares Global REIT ETF position as of Q2 2022 after selling out during the quarter.
London & Capital Asset Management sold 12,000 iShares Global REIT ETF shares in Q2 2022, an estimated $351K.
London & Capital Asset Management first reported a position in iShares Global REIT ETF in Q3 2020 and held it in 7 quarters.
London & Capital Asset Management's iShares Global REIT ETF position peaked at $367K in Q4 2021.
249 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2022.

Based on London & Capital Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.