CI
USRT icon

Conning Inc’s iShares Core US REIT ETF USRT Stock Holding History

Conning Inc’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
2019
Q4 		– Sell
-115
Closed -$6K – 509
2019
Q3 		$6K Buy
+115
New +$6.19K ﹤0.01% 488

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Conning Inc's USRT Position: Q4 2019 in Review

Conning Inc sold out of iShares Core US REIT ETF (USRT) in Q4 2019, closing a stake of 115 shares — an estimated $6K sold.

Conning Inc first reported a position in USRT in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 215 funds tracked by Wall St. Rank hold USRT as of Q4 2019.

  • Conning Inc reported no remaining iShares Core US REIT ETF position as of Q4 2019 after selling out during the quarter.
  • Conning Inc sold 115 iShares Core US REIT ETF shares in Q4 2019, an estimated $6K.
  • Conning Inc first reported a position in iShares Core US REIT ETF in Q3 2019 and held it in 1 quarter.
  • Conning Inc's iShares Core US REIT ETF position peaked at $6K in Q3 2019.
  • 215 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2019.

Based on Conning Inc's 13F filing for Q4 2019, filed 29 Jan 2020.