PCA
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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

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return