WQ
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Wealth Quarterback’s iShares Global REIT ETF REET Stock Holding History

Wealth Quarterback’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 		$16K Buy
562
+4
+0.7% +$115 0.01% 391
2021
Q2 		$16K Buy
+558
New +$15.2K 0.01% 388
2020
Q2 		– Sell
-3,675
Closed -$70.4K – 611
2020
Q1 		$70.4K Sell
3,675
-857
-19% -$21.9K 0.06% 182
2019
Q4 		$125K Buy
+4,532
New +$127K 0.11% 140

Other funds holding REET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
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

Wealth Quarterback's REET Position: Q3 2021 in Review

Wealth Quarterback increased its iShares Global REIT ETF (REET) stake by 0.72% in Q3 2021, buying an estimated $115 and bringing the position to 562 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #391.

Wealth Quarterback first reported a position in REET in Q4 2019 and has held it in 4 quarters since. The position peaked at $125K in Q4 2019. 218 funds tracked by Wall St. Rank hold REET as of Q3 2021.

  • Wealth Quarterback held 562 shares of iShares Global REIT ETF worth $16K as of Q3 2021.
  • Wealth Quarterback bought 4 iShares Global REIT ETF shares in Q3 2021, an estimated $115.
  • iShares Global REIT ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #391 holding.
  • Wealth Quarterback first reported a position in iShares Global REIT ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares Global REIT ETF position peaked at $125K in Q4 2019.
  • 218 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.