MUFG Americas’s iShares Global REIT ETF REET Stock Holding History

MUFG Americas’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 Q4	–	Sell	-1,236	Closed	-$26K	–	646
2022 Q3	$26K	Hold	1,236	–	–	﹤0.01%	581
2022 Q2	$30K	Sell	1,236 -185	-13%	-$4.92K	﹤0.01%	563
2022 Q1	$42K	Hold	1,421	–	–	﹤0.01%	561
2021 Q4	$43K	Hold	1,421	–	–	﹤0.01%	584
2021 Q3	$39K	Buy	1,421 +1,185	+502%	+$34K	﹤0.01%	560
2021 Q2	$7K	Hold	236	–	–	﹤0.01%	624
2021 Q1	$6K	Hold	236	–	–	﹤0.01%	641
2020 Q4	$6K	Hold	236	–	–	﹤0.01%	651
2020 Q3	$5K	Hold	236	–	–	﹤0.01%	629
2020 Q2	$5K	Hold	236	–	–	﹤0.01%	646
2020 Q1	$5K	Hold	236	–	–	﹤0.01%	670
2019 Q4	$7K	Hold	236	–	–	﹤0.01%	698
2019 Q3	$7K	Hold	236	–	–	﹤0.01%	712
2019 Q2	$6K	Hold	236	–	–	﹤0.01%	725
2019 Q1	$6K	Buy	+236	New	+$6.08K	﹤0.01%	836

Other funds holding REET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MUFG Americas's REET Position: Q4 2022 in Review

MUFG Americas sold out of iShares Global REIT ETF (REET) in Q4 2022, closing a stake of 1,236 shares — an estimated $26K sold.

MUFG Americas first reported a position in REET in Q1 2019 and held it in 15 quarters. The position peaked at $43K in Q4 2021. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

MUFG Americas reported no remaining iShares Global REIT ETF position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 1,236 iShares Global REIT ETF shares in Q4 2022, an estimated $26K.
MUFG Americas first reported a position in iShares Global REIT ETF in Q1 2019 and held it in 15 quarters.
MUFG Americas's iShares Global REIT ETF position peaked at $43K in Q4 2021.
266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.