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Swaine & Leidel Wealth Services’s iShares Global REIT ETF REET Stock Holding History

Swaine & Leidel Wealth 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
2021
Q1 		– Sell
-162,549
Closed -$3.89M – 74
2020
Q4 		$3.89M Buy
162,549
+25,322
+18% +$570K 2.82% 7
2020
Q3 		$2.89M Buy
+137,227
New +$2.93M 2.81% 16

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Citigroup
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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

Swaine & Leidel Wealth Services's REET Position: Q1 2021 in Review

Swaine & Leidel Wealth Services sold out of iShares Global REIT ETF (REET) in Q1 2021, closing a stake of 162,549 shares — an estimated $3.89M sold.

Swaine & Leidel Wealth Services first reported a position in REET in Q3 2020 and held it in 2 quarters. The position peaked at $3.89M in Q4 2020. 203 funds tracked by Wall St. Rank hold REET as of Q1 2021.

  • Swaine & Leidel Wealth Services reported no remaining iShares Global REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 162,549 iShares Global REIT ETF shares in Q1 2021, an estimated $3.89M.
  • Swaine & Leidel Wealth Services first reported a position in iShares Global REIT ETF in Q3 2020 and held it in 2 quarters.
  • Swaine & Leidel Wealth Services's iShares Global REIT ETF position peaked at $3.89M in Q4 2020.
  • 203 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2021, filed 13 May 2021.