FSM Wealth Advisors LLC Boosts Stake in iShares Global REIT ETF $REET

FSM Wealth Advisors LLC grew its stake in shares of iShares Global REIT ETF (NYSEARCA:REET) by 11.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 537,742 shares of the company’s stock after buying an additional 57,089 shares during the period. iShares Global REIT ETF accounts for 1.8% of FSM Wealth Advisors LLC’s investment portfolio, making the stock its 18th biggest position. FSM Wealth Advisors LLC owned approximately 0.31% of iShares Global REIT ETF worth $13,417,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently made changes to their positions in the stock. Regatta Capital Group LLC increased its position in iShares Global REIT ETF by 3.9% during the 3rd quarter. Regatta Capital Group LLC now owns 10,625 shares of the company’s stock worth $272,000 after purchasing an additional 395 shares in the last quarter. Diversify Advisory Services LLC lifted its holdings in iShares Global REIT ETF by 4.5% in the 4th quarter. Diversify Advisory Services LLC now owns 9,802 shares of the company’s stock valued at $254,000 after purchasing an additional 418 shares in the last quarter. MML Investors Services LLC lifted its holdings in iShares Global REIT ETF by 1.3% in the 2nd quarter. MML Investors Services LLC now owns 33,543 shares of the company’s stock valued at $829,000 after purchasing an additional 431 shares in the last quarter. International Private Wealth Advisors LLC boosted its stake in shares of iShares Global REIT ETF by 4.0% during the 4th quarter. International Private Wealth Advisors LLC now owns 11,630 shares of the company’s stock worth $290,000 after purchasing an additional 443 shares during the last quarter. Finally, Castlekeep Investment Advisors LLC boosted its stake in shares of iShares Global REIT ETF by 5.3% during the 3rd quarter. Castlekeep Investment Advisors LLC now owns 9,362 shares of the company’s stock worth $239,000 after purchasing an additional 471 shares during the last quarter.

iShares Global REIT ETF Price Performance

REET opened at $26.43 on Monday. iShares Global REIT ETF has a 12 month low of $22.16 and a 12 month high of $27.44. The business has a 50-day moving average of $26.18 and a two-hundred day moving average of $25.62. The stock has a market capitalization of $4.65 billion, a price-to-earnings ratio of 29.27 and a beta of 0.96.

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.