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Ropes Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Ropes Wealth 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
2021
Q1 		– Sell
-871
Closed -$21K – 662
2020
Q4 		$21K Buy
+871
New +$19.6K ﹤0.01% 478

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
Gradient Investments
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
Savant Capital
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
Partners Capital Investment Group
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
People's United Financial
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Ropes Wealth Advisors's REET Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q1 2021, closing a stake of 871 shares — an estimated $21K sold.

Ropes Wealth Advisors first reported a position in REET in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 203 funds tracked by Wall St. Rank hold REET as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 871 iShares Global REIT ETF shares in Q1 2021, an estimated $21K.
  • Ropes Wealth Advisors first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's iShares Global REIT ETF position peaked at $21K in Q4 2020.
  • 203 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.