Truist Financial
REET icon

Truist Financial’s iShares Global REIT ETF REET Stock Holding History

Truist Financial’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
Q3 		– Sell
-72,795
Closed -$1.52M – 2534
2020
Q2 		$1.52M Sell
72,795
-2,766
-4% -$55.9K ﹤0.01% 1138
2020
Q1 		$1.45M Sell
75,561
-2,306
-3% -$58.8K ﹤0.01% 1113
2019
Q4 		$2.15M Buy
+77,867
New +$2.18M ﹤0.01% 1105

Other funds holding REET

Citigroup
Citigroup New York $235B AUM 32.99% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Truist Financial's REET Position: Q3 2020 in Review

Truist Financial sold out of iShares Global REIT ETF (REET) in Q3 2020, closing a stake of 72,795 shares — an estimated $1.52M sold.

Truist Financial first reported a position in REET in Q4 2019 and held it in 3 quarters. The position peaked at $2.15M in Q4 2019. 173 funds tracked by Wall St. Rank hold REET as of Q3 2020.

  • Truist Financial reported no remaining iShares Global REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Truist Financial sold 72,795 iShares Global REIT ETF shares in Q3 2020, an estimated $1.52M.
  • Truist Financial first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 3 quarters.
  • Truist Financial's iShares Global REIT ETF position peaked at $2.15M in Q4 2019.
  • 173 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2020.

Based on Truist Financial's 13F filing for Q3 2020, filed 13 Nov 2020.