AIA
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Allegis Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Allegis Investment Advisors’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$516K Sell
11,453
-1,771
-13% -$81.1K 0.16% 133
2017
Q4 		$656K Buy
+13,224
New +$658K 0.19% 120

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allegis Investment Advisors's USRT Position: Q1 2018 in Review

Allegis Investment Advisors reduced its iShares Core US REIT ETF (USRT) stake by 13% in Q1 2018, selling an estimated $81.1K and leaving 11,453 shares worth $516K. The position accounts for 0.16% of the portfolio, ranked #133.

Allegis Investment Advisors first reported a position in USRT in Q4 2017 and has held it in 2 quarters since. The position peaked at $656K in Q4 2017. 79 funds tracked by Wall St. Rank hold USRT as of Q1 2018.

  • Allegis Investment Advisors held 11,453 shares of iShares Core US REIT ETF worth $516K as of Q1 2018.
  • Allegis Investment Advisors sold 1,771 iShares Core US REIT ETF shares in Q1 2018, an estimated $81.1K.
  • iShares Core US REIT ETF made up 0.16% of Allegis Investment Advisors's portfolio in Q1 2018, its #133 holding.
  • Allegis Investment Advisors first reported a position in iShares Core US REIT ETF in Q4 2017 and has held it in 2 quarters since.
  • Allegis Investment Advisors's iShares Core US REIT ETF position peaked at $656K in Q4 2017.
  • 79 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.