SVB Investment Services’s iShares Global REIT ETF REET Stock Holding History

SVB Investment 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
2022 Q1	$10.8M	Buy	368,543 +21,183	+6%	+$605K	6.68%	4
2021 Q4	$10.6M	Buy	347,360 +84,969	+32%	+$2.48M	7.07%	4
2021 Q3	$7.19M	Sell	262,391 -4,356	-2%	-$125K	4.79%	6
2021 Q2	$7.39M	Buy	266,747 +47,206	+22%	+$1.29M	4.93%	6
2021 Q1	$5.59M	Buy	219,541 +18,405	+9%	+$454K	4.46%	6
2020 Q4	$4.81M	Buy	201,136 +23,757	+13%	+$535K	3.74%	6
2020 Q3	$3.73M	Buy	177,379 +53,209	+43%	+$1.14M	3.16%	7
2020 Q2	$2.59M	Sell	124,170 -4,636	-4%	-$93.7K	2.37%	10
2020 Q1	$2.47M	Sell	128,806 -52,704	-29%	-$1.34M	2.14%	10
2019 Q4	$5.01M	Buy	+181,510	New	+$5.09M	4.75%	5

Other funds holding REET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SVB Investment Services's REET Position: Q1 2022 in Review

SVB Investment Services increased its iShares Global REIT ETF (REET) stake by 6.1% in Q1 2022, buying an estimated $605K and bringing the position to 368,543 shares worth $10.8M. The position accounts for 6.68% of the portfolio, ranked #4.

SVB Investment Services first reported a position in REET in Q4 2019 and has held it in 10 quarters since. 268 funds tracked by Wall St. Rank hold REET as of Q1 2022.

SVB Investment Services held 368,543 shares of iShares Global REIT ETF worth $10.8M as of Q1 2022.
SVB Investment Services bought 21,183 iShares Global REIT ETF shares in Q1 2022, an estimated $605K.
iShares Global REIT ETF made up 6.68% of SVB Investment Services's portfolio in Q1 2022, its #4 holding.
SVB Investment Services first reported a position in iShares Global REIT ETF in Q4 2019 and has held it in 10 quarters since.
268 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.