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New Capital Management’s iShares Global REIT ETF REET Stock Holding History

New Capital 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
2021
Q1 		$8K Buy
+1,688
New +$41.7K 0.01% 109
2020
Q2 		– Sell
-10,665
Closed -$204K – 124
2020
Q1 		$204K Buy
+10,665
New +$272K 0.39% 21

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Jones Financial Companies
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M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

New Capital Management's REET Position: Q1 2021 in Review

New Capital Management opened a new position in iShares Global REIT ETF (REET) in Q1 2021: 1,688 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #109 among its holdings. This is a return to the name: New Capital Management previously reported a position in REET as recently as Q1 2020.

New Capital Management first reported a position in REET in Q1 2020 and has held it in 2 quarters since. The position peaked at $204K in Q1 2020. 203 funds tracked by Wall St. Rank hold REET as of Q1 2021.

  • New Capital Management held 1,688 shares of iShares Global REIT ETF worth $8K as of Q1 2021.
  • iShares Global REIT ETF was a new New Capital Management position in Q1 2021.
  • iShares Global REIT ETF made up 0.01% of New Capital Management's portfolio in Q1 2021, its #109 holding.
  • New Capital Management first reported a position in iShares Global REIT ETF in Q1 2020 and has held it in 2 quarters since.
  • New Capital Management's iShares Global REIT ETF position peaked at $204K in Q1 2020.
  • 203 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2021.

Based on New Capital Management's 13F filing for Q1 2021, filed 15 Apr 2021.