Corient Private Wealth LLC Has $10.49 Million Stake in iShares Global REIT ETF (NYSEARCA:REET)

Corient Private Wealth LLC decreased its holdings in shares of iShares Global REIT ETF (NYSEARCA:REET) by 1.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 437,474 shares of the company’s stock after selling 6,043 shares during the quarter. Corient Private Wealth LLC’s holdings in iShares Global REIT ETF were worth $10,486,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the company. Valmark Advisers Inc. grew its holdings in iShares Global REIT ETF by 5.5% during the fourth quarter. Valmark Advisers Inc. now owns 5,645,446 shares of the company’s stock valued at $135,321,000 after purchasing an additional 294,000 shares during the period. M&T Bank Corp grew its holdings in iShares Global REIT ETF by 13.1% during the fourth quarter. M&T Bank Corp now owns 4,481,366 shares of the company’s stock valued at $107,419,000 after purchasing an additional 520,038 shares during the period. Bank of Montreal Can grew its holdings in iShares Global REIT ETF by 4.0% during the third quarter. Bank of Montreal Can now owns 2,846,622 shares of the company’s stock valued at $75,834,000 after purchasing an additional 108,254 shares during the period. Modera Wealth Management LLC grew its holdings in iShares Global REIT ETF by 5.3% during the fourth quarter. Modera Wealth Management LLC now owns 996,506 shares of the company’s stock valued at $23,886,000 after purchasing an additional 50,046 shares during the period. Finally, Nicola Wealth Management LTD. grew its holdings in iShares Global REIT ETF by 57.0% during the fourth quarter. Nicola Wealth Management LTD. now owns 978,300 shares of the company’s stock valued at $23,450,000 after purchasing an additional 355,000 shares during the period.

iShares Global REIT ETF Stock Performance

Shares of NYSEARCA REET opened at $24.29 on Thursday. The stock has a market cap of $3.76 billion, a P/E ratio of 26.66 and a beta of 1.08. The firm has a 50 day moving average price of $24.41 and a 200 day moving average price of $25.23. iShares Global REIT ETF has a 52-week low of $21.79 and a 52-week high of $27.24.

iShares Global REIT ETF Company Profile

The iShares Global REIT ETF (REET) is an exchange-traded fund that is based on the FTSE EPRA Nareit Global REITs index, a global, market-cap-weighted index of firms involved in the ownership and operation of real estate. REET was launched on Jul 8, 2014 and is managed by BlackRock.