Wealth Management Partners’s iShares Global REIT ETF REET Stock Holding History

Wealth Management 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
2021 Q2	–	Sell	-42,623	Closed	-$1.11M	–	122
2021 Q1	$1.11M	Sell	42,623 -5,181	-11%	-$128K	0.83%	34
2020 Q4	$1.16M	Buy	+47,804	New	+$1.08M	0.91%	26

Other funds holding REET

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Wealth Management Partners's REET Position: Q2 2021 in Review

Wealth Management Partners sold out of iShares Global REIT ETF (REET) in Q2 2021, closing a stake of 42,623 shares — an estimated $1.11M sold.

Wealth Management Partners first reported a position in REET in Q4 2020 and held it in 2 quarters. The position peaked at $1.16M in Q4 2020. 208 funds tracked by Wall St. Rank hold REET as of Q2 2021.

Wealth Management Partners reported no remaining iShares Global REIT ETF position as of Q2 2021 after selling out during the quarter.
Wealth Management Partners sold 42,623 iShares Global REIT ETF shares in Q2 2021, an estimated $1.11M.
Wealth Management Partners first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 2 quarters.
Wealth Management Partners's iShares Global REIT ETF position peaked at $1.16M in Q4 2020.
208 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2021.

Based on Wealth Management Partners's 13F filing for Q2 2021, filed 14 Jul 2021.