Steph & Co’s iShares Global REIT ETF REET Stock Holding History

Steph & Co’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	-220	Closed	-$4K	–	259
2020 Q1	$4K	Buy	+220	New	+$5.61K	﹤0.01%	237

Other funds holding REET

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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 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

Steph & Co's REET Position: Q2 2020 in Review

Steph & Co sold out of iShares Global REIT ETF (REET) in Q2 2020, closing a stake of 220 shares — an estimated $4K sold.

Steph & Co first reported a position in REET in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 169 funds tracked by Wall St. Rank hold REET as of Q2 2020.

Steph & Co reported no remaining iShares Global REIT ETF position as of Q2 2020 after selling out during the quarter.
Steph & Co sold 220 iShares Global REIT ETF shares in Q2 2020, an estimated $4K.
Steph & Co first reported a position in iShares Global REIT ETF in Q1 2020 and held it in 1 quarter.
Steph & Co's iShares Global REIT ETF position peaked at $4K in Q1 2020.
169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2020.

Based on Steph & Co's 13F filing for Q2 2020, filed 15 Jul 2020.