Lowe Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Lowe Wealth Advisors’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	–	Sell	-112	Closed	-$2K	–	286
2020 Q2	$2K	Hold	112	–	–	﹤0.01%	232
2020 Q1	$2K	Sell	112 -12	-10%	-$306	﹤0.01%	243
2019 Q4	$3K	Hold	124	–	–	﹤0.01%	226
2019 Q3	$3K	Hold	124	–	–	﹤0.01%	219
2019 Q2	$3K	Hold	124	–	–	﹤0.01%	235
2019 Q1	$3K	Hold	124	–	–	﹤0.01%	206
2018 Q4	$3K	Hold	124	–	–	﹤0.01%	197
2018 Q3	$3K	Buy	+124	New	+$3.21K	﹤0.01%	242

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

Lowe Wealth Advisors's REET Position: Q3 2020 in Review

Lowe Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q3 2020, closing a stake of 112 shares — an estimated $2K sold.

Lowe Wealth Advisors first reported a position in REET in Q3 2018 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 173 funds tracked by Wall St. Rank hold REET as of Q3 2020.

Lowe Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q3 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 112 iShares Global REIT ETF shares in Q3 2020, an estimated $2K.
Lowe Wealth Advisors first reported a position in iShares Global REIT ETF in Q3 2018 and held it in 8 quarters.
Lowe Wealth Advisors's iShares Global REIT ETF position peaked at $3K in Q4 2019.
173 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2020.

Based on Lowe Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.