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Valeo Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

Valeo Financial Advisors’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
Q2 		– Sell
-2,344
Closed -$60K – 1514
2021
Q1 		$60K Buy
2,344
+120
+5% +$2.96K ﹤0.01% 796
2020
Q4 		$53K Sell
2,224
-1
-0% -$23 ﹤0.01% 766
2020
Q3 		$47K Buy
2,225
+20
+0.9% +$428 ﹤0.01% 686
2020
Q2 		$46K Buy
+2,205
New +$44.6K ﹤0.01% 763
2020
Q1 		– Sell
-351
Closed -$10K – 1890
2019
Q4 		$10K Buy
+351
New +$9.85K ﹤0.01% 1113

Other funds holding REET

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Valeo Financial Advisors's REET Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares Global REIT ETF (REET) in Q2 2021, closing a stake of 2,344 shares — an estimated $60K sold.

Valeo Financial Advisors first reported a position in REET in Q4 2019 and held it in 5 quarters. The position peaked at $60K in Q1 2021. 208 funds tracked by Wall St. Rank hold REET as of Q2 2021.

  • Valeo Financial Advisors reported no remaining iShares Global REIT ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,344 iShares Global REIT ETF shares in Q2 2021, an estimated $60K.
  • Valeo Financial Advisors first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 5 quarters.
  • Valeo Financial Advisors's iShares Global REIT ETF position peaked at $60K in Q1 2021.
  • 208 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.