IA
USRT icon

IndexIQ Advisors’s iShares Core US REIT ETF USRT Stock Holding History

IndexIQ 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
2022
Q1 		$682K Buy
10,542
+9,996
+1,831% +$628K 0.02% 335
2021
Q4 		$37K Buy
546
+8
+1% +$509 ﹤0.01% 1134
2021
Q3 		$32K Buy
538
+120
+29% +$7.3K ﹤0.01% 1127
2021
Q2 		$24K Buy
+418
New +$23.7K ﹤0.01% 1122

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

IndexIQ Advisors's USRT Position: Q1 2022 in Review

IndexIQ Advisors increased its iShares Core US REIT ETF (USRT) stake by 1,831% in Q1 2022, buying an estimated $628K and bringing the position to 10,542 shares worth $682K. The position accounts for 0.02% of the portfolio, ranked #335.

IndexIQ Advisors first reported a position in USRT in Q2 2021 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

  • IndexIQ Advisors held 10,542 shares of iShares Core US REIT ETF worth $682K as of Q1 2022.
  • IndexIQ Advisors bought 9,996 iShares Core US REIT ETF shares in Q1 2022, an estimated $628K.
  • iShares Core US REIT ETF made up 0.02% of IndexIQ Advisors's portfolio in Q1 2022, its #335 holding.
  • IndexIQ Advisors first reported a position in iShares Core US REIT ETF in Q2 2021 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.