MOTCO’s iShares Global REIT ETF REET Stock Holding History

MOTCO’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
2021 Q2	–	Sell	-516	Closed	-$13K	–	647
2021 Q1	$13K	Hold	516	–	–	﹤0.01%	455
2020 Q4	$12K	Hold	516	–	–	﹤0.01%	509
2020 Q3	$11K	Buy	+516	New	+$11K	﹤0.01%	451

Other funds holding REET

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

MOTCO's REET Position: Q2 2021 in Review

MOTCO sold out of iShares Global REIT ETF (REET) in Q2 2021, closing a stake of 516 shares — an estimated $13K sold.

MOTCO first reported a position in REET in Q3 2020 and held it in 3 quarters. The position peaked at $13K in Q1 2021. 208 funds tracked by Wall St. Rank hold REET as of Q2 2021.

MOTCO reported no remaining iShares Global REIT ETF position as of Q2 2021 after selling out during the quarter.
MOTCO sold 516 iShares Global REIT ETF shares in Q2 2021, an estimated $13K.
MOTCO first reported a position in iShares Global REIT ETF in Q3 2020 and held it in 3 quarters.
MOTCO's iShares Global REIT ETF position peaked at $13K in Q1 2021.
208 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2021.

Based on MOTCO's 13F filing for Q2 2021, filed 4 Aug 2021.