SS
REET icon

Simplicity Solutions’s iShares Global REIT ETF REET Stock Holding History

Simplicity Solutions’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
-8,791
Closed -$210K – 862
2020
Q4 		$210K Sell
8,791
-1,336
-13% -$30.1K ﹤0.01% 893
2020
Q3 		$213K Sell
10,127
-2,267
-18% -$48.5K ﹤0.01% 812
2020
Q2 		$259K Buy
12,394
+1,456
+13% +$29.4K 0.01% 767
2020
Q1 		$209K Buy
10,938
+1,046
+11% +$26.7K 0.01% 680
2019
Q4 		$273K Buy
+9,892
New +$278K 0.01% 698

Other funds holding REET

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Simplicity Solutions's REET Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares Global REIT ETF (REET) in Q1 2021, closing a stake of 8,791 shares — an estimated $210K sold.

Simplicity Solutions first reported a position in REET in Q4 2019 and held it in 5 quarters. The position peaked at $273K in Q4 2019. 203 funds tracked by Wall St. Rank hold REET as of Q1 2021.

  • Simplicity Solutions reported no remaining iShares Global REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 8,791 iShares Global REIT ETF shares in Q1 2021, an estimated $210K.
  • Simplicity Solutions first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 5 quarters.
  • Simplicity Solutions's iShares Global REIT ETF position peaked at $273K in Q4 2019.
  • 203 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.