Capital Planning Advisors LLC Trims Stock Position in iShares Cohen & Steers REIT ETF (BATS:ICF)

Capital Planning Advisors LLC decreased its position in iShares Cohen & Steers REIT ETF (BATS:ICF) by 29.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 13,123 shares of the company’s stock after selling 5,500 shares during the period. Capital Planning Advisors LLC’s holdings in iShares Cohen & Steers REIT ETF were worth $791,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Westside Investment Management Inc. increased its stake in shares of iShares Cohen & Steers REIT ETF by 11.4% during the fourth quarter. Westside Investment Management Inc. now owns 10,859 shares of the company’s stock valued at $654,000 after buying an additional 1,111 shares during the period. Delta Capital Management LLC purchased a new position in iShares Cohen & Steers REIT ETF in the fourth quarter worth $687,000. Arbor Trust Wealth Advisors LLC increased its position in iShares Cohen & Steers REIT ETF by 45.5% during the 4th quarter. Arbor Trust Wealth Advisors LLC now owns 59,429 shares of the company’s stock valued at $3,581,000 after buying an additional 18,597 shares in the last quarter. Ameritas Advisory Services LLC grew its stake in shares of iShares Cohen & Steers REIT ETF by 10.9% during the fourth quarter. Ameritas Advisory Services LLC now owns 4,667 shares of the company’s stock worth $281,000 after acquiring an additional 460 shares during the last quarter. Finally, Tallon Kerry Patrick acquired a new position in shares of iShares Cohen & Steers REIT ETF during the fourth quarter valued at about $301,000.

iShares Cohen & Steers REIT ETF Trading Up 2.1 %

BATS:ICF opened at $60.42 on Thursday. iShares Cohen & Steers REIT ETF has a twelve month low of $88.40 and a twelve month high of $104.37. The company’s 50 day moving average is $62.09 and its two-hundred day moving average is $62.95. The company has a market cap of $2.19 billion, a PE ratio of 30.19 and a beta of 0.94.

About iShares Cohen & Steers REIT ETF

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).