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WREI
Invesco Wilshire US REIT ETF
WREI
WREI
Delisted
WREI was delisted on the 20th of February, 2019.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
AII
1
AGF Investments Inc
Toronto,
Ontario, Canada
| $1.7M | -$119K | -2,360 | -6% |
|
| 2 |
2
LPL Financial
San Diego,
California
| $246K | +$264K | +5,238 | New |
|
| 3 |
3
Wells Fargo
San Francisco,
California
| $241K | – | – | – |
|
| 4 |
4
Morgan Stanley
New York
| $209K | +$23.6K | +469 | +12% |
|
| 5 |
5
Bank of America
Charlotte,
North Carolina
| $165K | -$56.6K | -1,125 | -25% |
|
| 6 |
MFS
6
MSI Financial Services
Springfield,
Massachusetts
| $135K | +$76.8K | +1,525 | +124% |
|
| 7 |
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $123K | -$37.5K | -744 | -23% |
|
| 8 |
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $98K | +$101K | +2,000 | New |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| $46K | +$28.7K | +570 | +151% |
|
| 10 |
10
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $23K | +$23.3K | +462 | New |
|
| 11 |
AG
11
Advisor Group
Phoenix,
Arizona
| $4K | – | – | – |
|
| 12 |
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.24M | -44,832 | Closed |
|
| 13 |
CWM
13
Concert Wealth Management
San Jose,
California
| – | +$15.1K | +300 | New |
|