Morton Brown Family Wealth LLC Has $9.38 Million Stock Holdings in iShares Global REIT ETF (NYSEARCA:REET)

Morton Brown Family Wealth LLC increased its position in shares of iShares Global REIT ETF (NYSEARCA:REET) by 5.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 391,367 shares of the company’s stock after acquiring an additional 19,453 shares during the period. iShares Global REIT ETF makes up about 3.3% of Morton Brown Family Wealth LLC’s holdings, making the stock its 9th biggest position. Morton Brown Family Wealth LLC owned 0.26% of iShares Global REIT ETF worth $9,381,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Capital Performance Advisors LLP lifted its position in iShares Global REIT ETF by 1.1% during the fourth quarter. Capital Performance Advisors LLP now owns 39,697 shares of the company’s stock valued at $952,000 after purchasing an additional 421 shares during the last quarter. Claro Advisors LLC lifted its holdings in shares of iShares Global REIT ETF by 3.8% during the 4th quarter. Claro Advisors LLC now owns 12,118 shares of the company’s stock worth $290,000 after acquiring an additional 445 shares during the last quarter. 180 Wealth Advisors LLC lifted its holdings in shares of iShares Global REIT ETF by 1.6% during the 4th quarter. 180 Wealth Advisors LLC now owns 29,769 shares of the company’s stock worth $714,000 after acquiring an additional 461 shares during the last quarter. Breakwater Investment Management grew its position in iShares Global REIT ETF by 12.1% in the fourth quarter. Breakwater Investment Management now owns 5,095 shares of the company’s stock worth $122,000 after acquiring an additional 551 shares in the last quarter. Finally, Captrust Financial Advisors increased its stake in iShares Global REIT ETF by 3.5% in the third quarter. Captrust Financial Advisors now owns 20,317 shares of the company’s stock valued at $542,000 after acquiring an additional 685 shares during the last quarter.

iShares Global REIT ETF Stock Down 0.4 %

Shares of REET stock opened at $24.71 on Tuesday. The firm has a market cap of $3.76 billion, a P/E ratio of 19.98 and a beta of 0.92. The business has a 50-day moving average price of $24.25 and a two-hundred day moving average price of $25.33. iShares Global REIT ETF has a 12-month low of $21.79 and a 12-month 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.