Avidian Wealth Solutions LLC Trims Stake in iShares Cohen & Steers REIT ETF (BATS:ICF)

Avidian Wealth Solutions LLC cut its stake in iShares Cohen & Steers REIT ETF (BATS:ICF) by 32.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 43,770 shares of the company’s stock after selling 20,974 shares during the period. Avidian Wealth Solutions LLC’s holdings in iShares Cohen & Steers REIT ETF were worth $2,571,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Wagner Wealth Management LLC purchased a new stake in shares of iShares Cohen & Steers REIT ETF in the 4th quarter worth about $36,000. Bourgeon Capital Management LLC boosted its stake in iShares Cohen & Steers REIT ETF by 43.7% during the fourth quarter. Bourgeon Capital Management LLC now owns 658 shares of the company’s stock worth $39,000 after acquiring an additional 200 shares in the last quarter. Wetzel Investment Advisors Inc. purchased a new stake in iShares Cohen & Steers REIT ETF in the fourth quarter worth about $42,000. Manchester Capital Management LLC bought a new position in shares of iShares Cohen & Steers REIT ETF during the third quarter valued at approximately $50,000. Finally, Global Retirement Partners LLC lifted its holdings in shares of iShares Cohen & Steers REIT ETF by 39.2% during the fourth quarter. Global Retirement Partners LLC now owns 1,140 shares of the company’s stock valued at $66,000 after purchasing an additional 321 shares during the last quarter.

iShares Cohen & Steers REIT ETF Stock Performance

Shares of ICF traded up $0.37 during mid-day trading on Friday, reaching $54.47. The company had a trading volume of 202,945 shares. The company has a market capitalization of $1.97 billion, a price-to-earnings ratio of 29.31 and a beta of 0.94. The firm has a 50-day moving average price of $55.87 and a 200 day moving average price of $55.32. iShares Cohen & Steers REIT ETF has a 52 week low of $88.40 and a 52 week high of $104.37.

iShares Cohen & Steers REIT ETF Company Profile

iShares Cohen & Steers REIT ETF (the Fund), formerly iShares Cohen & Steers Realty Majors Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Cohen & Steers Realty Majors Index (the Index). The Index consists of selected real estate investment trusts (REITs).