Personal Capital Advisors’s iShares Global REIT ETF REET Stock Holding History

Personal Capital Advisors’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 Q4	$454K	Buy	+20,000	New	+$446K	﹤0.01%	319
2022 Q3	–	Sell	-13,936	Closed	-$337K	–	469
2022 Q2	$337K	Buy	13,936 +6,963	+100%	+$185K	﹤0.01%	325
2022 Q1	$204K	Sell	6,973 -1,288	-16%	-$36.8K	﹤0.01%	478
2021 Q4	$253K	Sell	8,261 -360	-4%	-$10.5K	﹤0.01%	470
2021 Q3	$236K	Sell	8,621 -357	-4%	-$10.2K	﹤0.01%	457
2021 Q2	$249K	Sell	8,978 -91	-1%	-$2.49K	﹤0.01%	432
2021 Q1	$231K	Sell	9,069 -3,066	-25%	-$75.7K	﹤0.01%	440
2020 Q4	$290K	Sell	12,135 -599,262	-98%	-$13.5M	﹤0.01%	387
2020 Q3	$12.9M	Buy	+611,397	New	+$13.1M	0.1%	122

Other funds holding REET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Personal Capital Advisors's REET Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in iShares Global REIT ETF (REET) in Q4 2022: 20,000 shares worth $454K. The stake represents ﹤0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in REET as recently as Q2 2022.

Personal Capital Advisors first reported a position in REET in Q3 2020 and has held it in 9 quarters since. The position peaked at $12.9M in Q3 2020. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

Personal Capital Advisors held 20,000 shares of iShares Global REIT ETF worth $454K as of Q4 2022.
iShares Global REIT ETF was a new Personal Capital Advisors position in Q4 2022.
iShares Global REIT ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #319 holding.
Personal Capital Advisors first reported a position in iShares Global REIT ETF in Q3 2020 and has held it in 9 quarters since.
Personal Capital Advisors's iShares Global REIT ETF position peaked at $12.9M in Q3 2020.
266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.