Next Financial Group’s iShares Global REIT ETF REET Stock Holding History

Next Financial Group’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	-51	Closed	-$1K	–	2691
2021 Q1	$1K	Buy	+51	New	+$1.26K	﹤0.01%	2452
2015 Q4	–	Sell	-800	Closed	-$19K	–	1921
2015 Q3	$19K	Hold	800	–	–	0.01%	968
2015 Q2	$19K	Hold	800	–	–	0.01%	1021
2015 Q1	$21K	Hold	800	–	–	0.01%	980
2014 Q4	$21K	Hold	800	–	–	0.01%	964
2014 Q3	$19K	Buy	+800	New	+$20.1K	﹤0.01%	1450

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

Next Financial Group's REET Position: Q2 2021 in Review

Next Financial Group sold out of iShares Global REIT ETF (REET) in Q2 2021, closing a stake of 51 shares — an estimated $1K sold.

Next Financial Group first reported a position in REET in Q3 2014 and held it in 6 quarters. The position peaked at $21K in Q1 2015. 208 funds tracked by Wall St. Rank hold REET as of Q2 2021.

Next Financial Group reported no remaining iShares Global REIT ETF position as of Q2 2021 after selling out during the quarter.
Next Financial Group sold 51 iShares Global REIT ETF shares in Q2 2021, an estimated $1K.
Next Financial Group first reported a position in iShares Global REIT ETF in Q3 2014 and held it in 6 quarters.
Next Financial Group's iShares Global REIT ETF position peaked at $21K in Q1 2015.
208 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.