PDS Planning Inc Has $38.26 Million Stock Holdings in iShares Global REIT ETF $REET

PDS Planning Inc lifted its position in iShares Global REIT ETF (NYSEARCA:REET) by 4.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,533,569 shares of the company’s stock after buying an additional 62,927 shares during the period. iShares Global REIT ETF comprises 2.6% of PDS Planning Inc’s holdings, making the stock its 10th largest position. PDS Planning Inc owned 0.88% of iShares Global REIT ETF worth $38,263,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. Polianta Ltd bought a new position in iShares Global REIT ETF during the 4th quarter worth about $90,668,000. Jane Street Group LLC bought a new position in iShares Global REIT ETF during the 2nd quarter worth about $24,090,000. Sumitomo Mitsui DS Asset Management Company Ltd increased its holdings in iShares Global REIT ETF by 73.0% during the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 1,796,249 shares of the company’s stock worth $45,912,000 after purchasing an additional 758,228 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in iShares Global REIT ETF by 8.2% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 5,425,901 shares of the company’s stock worth $138,686,000 after purchasing an additional 412,732 shares in the last quarter. Finally, Bank of America Corp DE increased its holdings in iShares Global REIT ETF by 42.1% during the 2nd quarter. Bank of America Corp DE now owns 1,053,734 shares of the company’s stock worth $26,027,000 after purchasing an additional 312,423 shares in the last quarter.

iShares Global REIT ETF Trading Up 0.6%

REET stock opened at $27.06 on Friday. The stock has a 50-day moving average price of $26.27 and a two-hundred day moving average price of $25.66. The stock has a market cap of $4.76 billion, a PE ratio of 29.27 and a beta of 0.96. iShares Global REIT ETF has a 1 year low of $23.07 and a 1 year high of $27.44.

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.