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TD Capital Management’s iShares Global REIT ETF REET Stock Holding History

TD Capital Management’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
Q4 		– Sell
-304
Closed -$8K – 393
2021
Q3 		$8K Buy
304
+2
+0.7% +$57 ﹤0.01% 265
2021
Q2 		$8K Buy
302
+2
+0.7% +$55 ﹤0.01% 258
2021
Q1 		$8K Buy
300
+3
+1% +$74 ﹤0.01% 237
2020
Q4 		$7K Hold
297
– – ﹤0.01% 213
2020
Q3 		$6K Buy
297
+3
+1% +$64 ﹤0.01% 193
2020
Q2 		$6K Buy
294
+1
+0.3% +$20 ﹤0.01% 188
2020
Q1 		$6K Sell
293
-2,309
-89% -$58.9K ﹤0.01% 175
2019
Q4 		$72K Buy
+2,602
New +$73K 0.01% 85

Other funds holding REET

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TD Capital Management's REET Position: Q4 2021 in Review

TD Capital Management sold out of iShares Global REIT ETF (REET) in Q4 2021, closing a stake of 304 shares — an estimated $8K sold.

TD Capital Management first reported a position in REET in Q4 2019 and held it in 8 quarters. The position peaked at $72K in Q4 2019. 259 funds tracked by Wall St. Rank hold REET as of Q4 2021.

  • TD Capital Management reported no remaining iShares Global REIT ETF position as of Q4 2021 after selling out during the quarter.
  • TD Capital Management sold 304 iShares Global REIT ETF shares in Q4 2021, an estimated $8K.
  • TD Capital Management first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 8 quarters.
  • TD Capital Management's iShares Global REIT ETF position peaked at $72K in Q4 2019.
  • 259 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2021.

Based on TD Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.