RWMH
REET icon

Riverpoint Wealth Management Holdings’s iShares Global REIT ETF REET Stock Holding History

Riverpoint Wealth Management Holdings’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
-20,981
Closed -$402K – 73
2020
Q1 		$402K Buy
20,981
+282
+1% +$7.19K 0.2% 44
2019
Q4 		$572K Buy
20,699
+8,533
+70% +$239K 0.23% 39
2019
Q3 		$342K Buy
+12,166
New +$333K 0.15% 52

Other funds holding REET

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
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
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
SC
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
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

Riverpoint Wealth Management Holdings's REET Position: Q2 2020 in Review

Riverpoint Wealth Management Holdings sold out of iShares Global REIT ETF (REET) in Q2 2020, closing a stake of 20,981 shares — an estimated $402K sold.

Riverpoint Wealth Management Holdings first reported a position in REET in Q3 2019 and held it in 3 quarters. The position peaked at $572K in Q4 2019. 169 funds tracked by Wall St. Rank hold REET as of Q2 2020.

  • Riverpoint Wealth Management Holdings reported no remaining iShares Global REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 20,981 iShares Global REIT ETF shares in Q2 2020, an estimated $402K.
  • Riverpoint Wealth Management Holdings first reported a position in iShares Global REIT ETF in Q3 2019 and held it in 3 quarters.
  • Riverpoint Wealth Management Holdings's iShares Global REIT ETF position peaked at $572K in Q4 2019.
  • 169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2020.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2020, filed 3 Aug 2020.