RJT
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Raymond James Trust’s iShares Global REIT ETF REET Stock Holding History

Raymond James Trust’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
2021
Q1 		– Sell
-9,503
Closed -$228K – 1133
2020
Q4 		$228K Sell
9,503
-2,034
-18% -$45.8K 0.01% 904
2020
Q3 		$243K Sell
11,537
-3,194
-22% -$68.3K 0.01% 794
2020
Q2 		$307K Buy
+14,731
New +$298K 0.01% 652
2018
Q3 		– Sell
-9,037
Closed -$232K – 918
2018
Q2 		$232K Buy
+9,037
New +$226K 0.01% 726

Other funds holding REET

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Raymond James Trust's REET Position: Q1 2021 in Review

Raymond James Trust sold out of iShares Global REIT ETF (REET) in Q1 2021, closing a stake of 9,503 shares — an estimated $228K sold.

Raymond James Trust first reported a position in REET in Q2 2018 and held it in 4 quarters. The position peaked at $307K in Q2 2020. 203 funds tracked by Wall St. Rank hold REET as of Q1 2021.

  • Raymond James Trust reported no remaining iShares Global REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Raymond James Trust sold 9,503 iShares Global REIT ETF shares in Q1 2021, an estimated $228K.
  • Raymond James Trust first reported a position in iShares Global REIT ETF in Q2 2018 and held it in 4 quarters.
  • Raymond James Trust's iShares Global REIT ETF position peaked at $307K in Q2 2020.
  • 203 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2021.

Based on Raymond James Trust's 13F filing for Q1 2021, filed 3 May 2021.