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Raab & Moskowitz Asset Management’s iShares Global REIT ETF REET Stock Holding History

Raab & Moskowitz Asset Management’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
-1,990
Closed -$54K – 424
2019
Q4 		$54K Buy
+1,990
New +$55.8K 0.02% 245
2018
Q4 		– Sell
-2,417
Closed -$60K – 420
2018
Q3 		$60K Buy
+2,417
New +$62.6K 0.02% 244

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

Raab & Moskowitz Asset Management's REET Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of iShares Global REIT ETF (REET) in Q1 2020, closing a stake of 1,990 shares — an estimated $54K sold.

Raab & Moskowitz Asset Management first reported a position in REET in Q3 2018 and held it in 2 quarters. The position peaked at $60K in Q3 2018. 168 funds tracked by Wall St. Rank hold REET as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining iShares Global REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 1,990 iShares Global REIT ETF shares in Q1 2020, an estimated $54K.
  • Raab & Moskowitz Asset Management first reported a position in iShares Global REIT ETF in Q3 2018 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's iShares Global REIT ETF position peaked at $60K in Q3 2018.
  • 168 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.