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

Oakwood 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
-9,025
Closed -$216K – 65
2020
Q4 		$216K Buy
+9,025
New +$203K 0.07% 64

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

Oakwood Capital Management sold out of iShares Global REIT ETF (REET) in Q1 2021, closing a stake of 9,025 shares — an estimated $216K sold.

Oakwood Capital Management first reported a position in REET in Q4 2020 and held it in 1 quarter. The position peaked at $216K in Q4 2020. 203 funds tracked by Wall St. Rank hold REET as of Q1 2021.

  • Oakwood Capital Management reported no remaining iShares Global REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Oakwood Capital Management sold 9,025 iShares Global REIT ETF shares in Q1 2021, an estimated $216K.
  • Oakwood Capital Management first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 1 quarter.
  • Oakwood Capital Management's iShares Global REIT ETF position peaked at $216K in Q4 2020.
  • 203 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2021.

Based on Oakwood Capital Management's 13F filing for Q1 2021, filed 30 Apr 2021.