NNP
REET icon

Nachman Norwood & Parrott’s iShares Global REIT ETF REET Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-1,705
Closed -$36K – 849
2020
Q3 		$36K Buy
+1,705
New +$36.5K ﹤0.01% 513

Other funds holding REET

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Nachman Norwood & Parrott's REET Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of iShares Global REIT ETF (REET) in Q4 2020, closing a stake of 1,705 shares — an estimated $36K sold.

Nachman Norwood & Parrott first reported a position in REET in Q3 2020 and held it in 1 quarter. The position peaked at $36K in Q3 2020. 191 funds tracked by Wall St. Rank hold REET as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares Global REIT ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 1,705 iShares Global REIT ETF shares in Q4 2020, an estimated $36K.
  • Nachman Norwood & Parrott first reported a position in iShares Global REIT ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares Global REIT ETF position peaked at $36K in Q3 2020.
  • 191 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.