Wealthspire Advisors (Maryland)’s iShares Global REIT ETF REET Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	$1.55M	Sell	73,800 -8,957	-11%	-$192K	0.05%	152
2020 Q2	$1.73M	Buy	82,757 +44,871	+118%	+$907K	0.12%	108
2020 Q1	$726K	Sell	37,886 -13,161	-26%	-$336K	0.06%	188
2019 Q4	$1.41M	Buy	51,047 +2,964	+6%	+$83.2K	0.09%	128
2019 Q3	$1.35M	Buy	48,083 +4,265	+10%	+$117K	0.1%	116
2019 Q2	$1.17M	Buy	43,818 +29,855	+214%	+$798K	0.09%	125
2019 Q1	$373K	Buy	13,963 +9,382	+205%	+$242K	0.03%	305
2018 Q4	$107K	Buy	4,581 +3,604	+369%	+$88.7K	0.01%	584
2018 Q3	$25K	Buy	977 +971	+16,183%	+$25.2K	﹤0.01%	1222
2018 Q2	$0	Buy	+6	New	+$150	﹤0.01%	2551

Other funds holding REET

Citigroup New York $235B AUM 32.99% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s REET Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its iShares Global REIT ETF (REET) stake by 11% in Q3 2020, selling an estimated $192K and leaving 73,800 shares worth $1.55M. The position accounts for 0.05% of the portfolio, ranked #152.

Wealthspire Advisors (Maryland) first reported a position in REET in Q2 2018 and has held it in 10 quarters since. The position peaked at $1.73M in Q2 2020. 173 funds tracked by Wall St. Rank hold REET as of Q3 2020.

Wealthspire Advisors (Maryland) held 73,800 shares of iShares Global REIT ETF worth $1.55M as of Q3 2020.
Wealthspire Advisors (Maryland) sold 8,957 iShares Global REIT ETF shares in Q3 2020, an estimated $192K.
iShares Global REIT ETF made up 0.05% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #152 holding.
Wealthspire Advisors (Maryland) first reported a position in iShares Global REIT ETF in Q2 2018 and has held it in 10 quarters since.
Wealthspire Advisors (Maryland)'s iShares Global REIT ETF position peaked at $1.73M in Q2 2020.
173 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.