Pictet North America Advisors’s iShares Global REIT ETF REET Stock Holding History

Pictet North America 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
2020 Q2	–	Sell	-82,600	Closed	-$1.58M	–	138
2020 Q1	$1.58M	Buy	82,600 +2,000	+2%	+$51K	0.27%	61
2019 Q4	$2.23M	Hold	80,600	–	–	0.27%	58
2019 Q3	$2.26M	Buy	80,600 +3,100	+4%	+$84.9K	0.31%	54
2019 Q2	$2.07M	Hold	77,500	–	–	0.3%	57
2019 Q1	$2.07M	Hold	77,500	–	–	0.31%	53
2018 Q4	$1.81M	Hold	77,500	–	–	0.16%	52
2018 Q3	$1.96M	Buy	+77,500	New	+$2.01M	0.26%	60

Other funds holding REET

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

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

PCIG

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

Pictet North America Advisors's REET Position: Q2 2020 in Review

Pictet North America Advisors sold out of iShares Global REIT ETF (REET) in Q2 2020, closing a stake of 82,600 shares — an estimated $1.58M sold.

Pictet North America Advisors first reported a position in REET in Q3 2018 and held it in 7 quarters. The position peaked at $2.26M in Q3 2019. 169 funds tracked by Wall St. Rank hold REET as of Q2 2020.

Pictet North America Advisors reported no remaining iShares Global REIT ETF position as of Q2 2020 after selling out during the quarter.
Pictet North America Advisors sold 82,600 iShares Global REIT ETF shares in Q2 2020, an estimated $1.58M.
Pictet North America Advisors first reported a position in iShares Global REIT ETF in Q3 2018 and held it in 7 quarters.
Pictet North America Advisors's iShares Global REIT ETF position peaked at $2.26M in Q3 2019.
169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2020.

Based on Pictet North America Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.