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Squar Milner Financial Services’s iShares Global REIT ETF REET Stock Holding History

Squar Milner Financial Services’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
-605
Closed -$11K – 587
2020
Q1 		$11K Hold
605
– – 0.01% 534
2019
Q4 		$16K Buy
+605
New +$17K 0.01% 545
2019
Q3 		– Sell
-605
Closed -$16K – 595
2019
Q2 		$16K Hold
605
– – 0.01% 481
2019
Q1 		$16K Hold
605
– – 0.01% 456
2018
Q4 		$14K Hold
605
– – 0.01% 439
2018
Q3 		$15K Sell
605
-2,436
-80% -$63.1K 0.01% 443
2018
Q2 		$78K Buy
+3,041
New +$76.1K 0.07% 277

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

Squar Milner Financial Services's REET Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares Global REIT ETF (REET) in Q2 2020, closing a stake of 605 shares — an estimated $11K sold.

Squar Milner Financial Services first reported a position in REET in Q2 2018 and held it in 7 quarters. The position peaked at $78K in Q2 2018. 169 funds tracked by Wall St. Rank hold REET as of Q2 2020.

  • Squar Milner Financial Services reported no remaining iShares Global REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 605 iShares Global REIT ETF shares in Q2 2020, an estimated $11K.
  • Squar Milner Financial Services first reported a position in iShares Global REIT ETF in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's iShares Global REIT ETF position peaked at $78K in Q2 2018.
  • 169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.