LNC
USRT icon

Lincoln National Corp’s iShares Core US REIT ETF USRT Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-18,002
Closed -$931K – 584
2019
Q1 		$931K Sell
18,002
-630,024
-97% -$31.2M 0.04% 206
2018
Q4 		$29.1M Sell
648,026
-28,692
-4% -$1.36M 1.33% 17
2018
Q3 		$32.7M Buy
+676,718
New +$33.7M 1.11% 17

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USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lincoln National Corp's USRT Position: Q2 2019 in Review

Lincoln National Corp sold out of iShares Core US REIT ETF (USRT) in Q2 2019, closing a stake of 18,002 shares — an estimated $931K sold.

Lincoln National Corp first reported a position in USRT in Q3 2018 and held it in 3 quarters. The position peaked at $32.7M in Q3 2018. 164 funds tracked by Wall St. Rank hold USRT as of Q2 2019.

  • Lincoln National Corp reported no remaining iShares Core US REIT ETF position as of Q2 2019 after selling out during the quarter.
  • Lincoln National Corp sold 18,002 iShares Core US REIT ETF shares in Q2 2019, an estimated $931K.
  • Lincoln National Corp first reported a position in iShares Core US REIT ETF in Q3 2018 and held it in 3 quarters.
  • Lincoln National Corp's iShares Core US REIT ETF position peaked at $32.7M in Q3 2018.
  • 164 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2019.

Based on Lincoln National Corp's 13F filing for Q2 2019, filed 6 Aug 2019.