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Pinnacle Associates’s iShares Global REIT ETF REET Stock Holding History

Pinnacle Associates’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
Q1 		– Sell
-8,223
Closed -$227K – 711
2019
Q4 		$227K Sell
8,223
-171
-2% -$4.8K 0.01% 649
2019
Q3 		$236K Buy
8,394
+7
+0.1% +$192 0.01% 642
2019
Q2 		$224K Buy
+8,387
New +$224K 0.01% 647

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PSUF
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CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
FFA
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PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Pinnacle Associates's REET Position: Q1 2020 in Review

Pinnacle Associates sold out of iShares Global REIT ETF (REET) in Q1 2020, closing a stake of 8,223 shares — an estimated $227K sold.

Pinnacle Associates first reported a position in REET in Q2 2019 and held it in 3 quarters. The position peaked at $236K in Q3 2019. 168 funds tracked by Wall St. Rank hold REET as of Q1 2020.

  • Pinnacle Associates reported no remaining iShares Global REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Pinnacle Associates sold 8,223 iShares Global REIT ETF shares in Q1 2020, an estimated $227K.
  • Pinnacle Associates first reported a position in iShares Global REIT ETF in Q2 2019 and held it in 3 quarters.
  • Pinnacle Associates's iShares Global REIT ETF position peaked at $236K in Q3 2019.
  • 168 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2020.

Based on Pinnacle Associates's 13F filing for Q1 2020, filed 13 May 2020.