HFS
USRT icon

HL Financial Services’s iShares Core US REIT ETF USRT Stock Holding History

HL Financial Services’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
Q1 		$1.47M Buy
28,336
+3,481
+14% +$172K 0.02% 328
2018
Q4 		$1.11M Buy
24,855
+3,588
+17% +$170K 0.02% 348
2018
Q3 		$1.03M Buy
21,267
+3,024
+17% +$151K 0.02% 381
2018
Q2 		$897K Buy
18,243
+898
+5% +$41.9K 0.02% 388
2018
Q1 		$782K Buy
17,345
+6,085
+54% +$279K 0.01% 404
2017
Q4 		$559K Buy
11,260
+1,536
+16% +$76.4K 0.01% 407
2017
Q3 		$479K Buy
9,724
+3,213
+49% +$159K 0.01% 495
2017
Q2 		$320K Buy
+6,511
New +$321K 0.01% 573

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
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
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

HL Financial Services's USRT Position: Q1 2019 in Review

HL Financial Services increased its iShares Core US REIT ETF (USRT) stake by 14% in Q1 2019, buying an estimated $172K and bringing the position to 28,336 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #328.

HL Financial Services first reported a position in USRT in Q2 2017 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold USRT as of Q1 2019.

  • HL Financial Services held 28,336 shares of iShares Core US REIT ETF worth $1.47M as of Q1 2019.
  • HL Financial Services bought 3,481 iShares Core US REIT ETF shares in Q1 2019, an estimated $172K.
  • iShares Core US REIT ETF made up 0.02% of HL Financial Services's portfolio in Q1 2019, its #328 holding.
  • HL Financial Services first reported a position in iShares Core US REIT ETF in Q2 2017 and has held it in 8 quarters since.
  • 151 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.