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Verus Capital Partners’s iShares Global REIT ETF REET Stock Holding History

Verus Capital Partners’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
Q1 		$48K Buy
2,506
+529
+27% +$13.5K 0.02% 518
2019
Q4 		$55K Buy
+1,977
New +$55.5K 0.02% 573

Other funds holding REET

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Verus Capital Partners's REET Position: Q1 2020 in Review

Verus Capital Partners increased its iShares Global REIT ETF (REET) stake by 27% in Q1 2020, buying an estimated $13.5K and bringing the position to 2,506 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #518.

Verus Capital Partners first reported a position in REET in Q4 2019 and has held it in 2 quarters since. The position peaked at $55K in Q4 2019. 168 funds tracked by Wall St. Rank hold REET as of Q1 2020.

  • Verus Capital Partners held 2,506 shares of iShares Global REIT ETF worth $48K as of Q1 2020.
  • Verus Capital Partners bought 529 iShares Global REIT ETF shares in Q1 2020, an estimated $13.5K.
  • iShares Global REIT ETF made up 0.02% of Verus Capital Partners's portfolio in Q1 2020, its #518 holding.
  • Verus Capital Partners first reported a position in iShares Global REIT ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's iShares Global REIT ETF position peaked at $55K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.