Veritable’s iShares Global REIT ETF REET Stock Holding History

Veritable’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 Q3	–	Sell	-20,529	Closed	-$569K	–	905
2021 Q2	$569K	Sell	20,529 -1,531	-7%	-$41.8K	0.01%	510
2021 Q1	$562K	Buy	22,060 +1,041	+5%	+$25.7K	0.01%	490
2020 Q4	$503K	Sell	21,019 -11,102	-35%	-$250K	0.01%	491
2020 Q3	$676K	Buy	32,121 +2,584	+9%	+$55.3K	0.01%	405
2020 Q2	$617K	Buy	+29,537	New	+$597K	0.01%	422

Other funds holding REET

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Veritable's REET Position: Q3 2021 in Review

Veritable sold out of iShares Global REIT ETF (REET) in Q3 2021, closing a stake of 20,529 shares — an estimated $569K sold.

Veritable first reported a position in REET in Q2 2020 and held it in 5 quarters. The position peaked at $676K in Q3 2020. 218 funds tracked by Wall St. Rank hold REET as of Q3 2021.

Veritable reported no remaining iShares Global REIT ETF position as of Q3 2021 after selling out during the quarter.
Veritable sold 20,529 iShares Global REIT ETF shares in Q3 2021, an estimated $569K.
Veritable first reported a position in iShares Global REIT ETF in Q2 2020 and held it in 5 quarters.
Veritable's iShares Global REIT ETF position peaked at $676K in Q3 2020.
218 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2021.

Based on Veritable's 13F filing for Q3 2021, filed 15 Nov 2021.