PA
REET icon

PSI Advisors’s iShares Global REIT ETF REET Stock Holding History

PSI 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
Q1 		– Sell
-745
Closed -$20K – 475
2019
Q4 		$20K Buy
+745
New +$20.9K 0.01% 384

Other funds holding REET

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
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
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

PSI Advisors's REET Position: Q1 2020 in Review

PSI Advisors sold out of iShares Global REIT ETF (REET) in Q1 2020, closing a stake of 745 shares — an estimated $20K sold.

PSI Advisors first reported a position in REET in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 168 funds tracked by Wall St. Rank hold REET as of Q1 2020.

  • PSI Advisors reported no remaining iShares Global REIT ETF position as of Q1 2020 after selling out during the quarter.
  • PSI Advisors sold 745 iShares Global REIT ETF shares in Q1 2020, an estimated $20K.
  • PSI Advisors first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 1 quarter.
  • PSI Advisors's iShares Global REIT ETF position peaked at $20K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2020.

Based on PSI Advisors's 13F filing for Q1 2020, filed 15 May 2020.