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

Northwest 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 		– Sell
-20,870
Closed -$499K – 70
2020
Q4 		$499K Hold
20,870
– – 0.37% 33
2020
Q3 		$439K Hold
20,870
– – 0.36% 33
2020
Q2 		$436K Buy
20,870
+1,440
+7% +$29.1K 0.38% 32
2020
Q1 		$372K Buy
19,430
+4,747
+32% +$121K 0.37% 33
2019
Q4 		$406K Buy
+14,683
New +$412K 0.37% 40

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GI
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Wells Fargo
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SC
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CWM
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PCIG
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PSUF
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Northwest Capital Management's REET Position: Q1 2021 in Review

Northwest Capital Management sold out of iShares Global REIT ETF (REET) in Q1 2021, closing a stake of 20,870 shares — an estimated $499K sold.

Northwest Capital Management first reported a position in REET in Q4 2019 and held it in 5 quarters. The position peaked at $499K in Q4 2020. 203 funds tracked by Wall St. Rank hold REET as of Q1 2021.

  • Northwest Capital Management reported no remaining iShares Global REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Northwest Capital Management sold 20,870 iShares Global REIT ETF shares in Q1 2021, an estimated $499K.
  • Northwest Capital Management first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 5 quarters.
  • Northwest Capital Management's iShares Global REIT ETF position peaked at $499K in Q4 2020.
  • 203 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2021.

Based on Northwest Capital Management's 13F filing for Q1 2021, filed 10 May 2021.