SC
USRT icon

Scotia Capital’s iShares Core US REIT ETF USRT Stock Holding History

Scotia Capital’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
2021
Q1 		– Sell
-36,356
Closed -$1.76M – 833
2020
Q4 		$1.76M Sell
36,356
-64
-0.2% -$2.98K 0.02% 352
2020
Q3 		$1.59M Buy
+36,420
New +$1.62M 0.02% 327

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scotia Capital's USRT Position: Q1 2021 in Review

Scotia Capital sold out of iShares Core US REIT ETF (USRT) in Q1 2021, closing a stake of 36,356 shares — an estimated $1.76M sold.

Scotia Capital first reported a position in USRT in Q3 2020 and held it in 2 quarters. The position peaked at $1.76M in Q4 2020. 213 funds tracked by Wall St. Rank hold USRT as of Q1 2021.

  • Scotia Capital reported no remaining iShares Core US REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Scotia Capital sold 36,356 iShares Core US REIT ETF shares in Q1 2021, an estimated $1.76M.
  • Scotia Capital first reported a position in iShares Core US REIT ETF in Q3 2020 and held it in 2 quarters.
  • Scotia Capital's iShares Core US REIT ETF position peaked at $1.76M in Q4 2020.
  • 213 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2021.

Based on Scotia Capital's 13F filing for Q1 2021, filed 6 May 2021.