People's United Financial’s iShares Global REIT ETF REET Stock Holding History

People's United Financial’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
2022 Q1	$8.42M	Sell	288,252 -105,091	-27%	-$3M	0.24%	109
2021 Q4	$12M	Sell	393,343 -177,334	-31%	-$5.18M	0.29%	92
2021 Q3	$15.6M	Sell	570,677 -52,671	-8%	-$1.51M	0.35%	77
2021 Q2	$17.3M	Sell	623,348 -311,753	-33%	-$8.52M	0.39%	72
2021 Q1	$23.8M	Sell	935,101 -197,011	-17%	-$4.86M	0.57%	54
2020 Q4	$27.1M	Sell	1,132,112 -35,041	-3%	-$789K	0.67%	41
2020 Q3	$24.5M	Sell	1,167,153 -83,373	-7%	-$1.78M	0.68%	41
2020 Q2	$26.1M	Buy	1,250,526 +2,629	+0.2%	+$53.2K	0.76%	37
2020 Q1	$23.9M	Buy	1,247,897 +102,387	+9%	+$2.61M	0.83%	33
2019 Q4	$31.6M	Buy	1,145,510 +706,580	+161%	+$19.8M	0.87%	29
2019 Q3	$12.3M	Sell	438,930 -40,243	-8%	-$1.1M	0.35%	72
2019 Q2	$12.8M	Buy	+479,173	New	+$12.8M	0.35%	71

Other funds holding REET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

People's United Financial's REET Position: Q1 2022 in Review

People's United Financial reduced its iShares Global REIT ETF (REET) stake by 27% in Q1 2022, selling an estimated $3M and leaving 288,252 shares worth $8.42M. The position accounts for 0.24% of the portfolio, ranked #109.

People's United Financial first reported a position in REET in Q2 2019 and has held it in 12 quarters since. The position peaked at $31.6M in Q4 2019. 268 funds tracked by Wall St. Rank hold REET as of Q1 2022.

People's United Financial held 288,252 shares of iShares Global REIT ETF worth $8.42M as of Q1 2022.
People's United Financial sold 105,091 iShares Global REIT ETF shares in Q1 2022, an estimated $3M.
iShares Global REIT ETF made up 0.24% of People's United Financial's portfolio in Q1 2022, its #109 holding.
People's United Financial first reported a position in iShares Global REIT ETF in Q2 2019 and has held it in 12 quarters since.
People's United Financial's iShares Global REIT ETF position peaked at $31.6M in Q4 2019.
268 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.