3IP
USRT icon

3Chopt Investment Partners’s iShares Core US REIT ETF USRT Stock Holding History

3Chopt Investment Partners’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
2023
Q3 		– Sell
-43,808
Closed -$2.25M – 132
2023
Q2 		$2.25M Sell
43,808
-418
-0.9% -$20.9K 1.13% 24
2023
Q1 		$2.23M Buy
44,226
+5,194
+13% +$269K 1.19% 25
2022
Q4 		$1.93M Buy
+39,032
New +$1.93M 1.05% 32

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Corient Private Wealth
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Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
Thrivent Financial for Lutherans
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Envestnet Asset Management
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3Chopt Investment Partners's USRT Position: Q3 2023 in Review

3Chopt Investment Partners sold out of iShares Core US REIT ETF (USRT) in Q3 2023, closing a stake of 43,808 shares — an estimated $2.25M sold.

3Chopt Investment Partners first reported a position in USRT in Q4 2022 and held it in 3 quarters. The position peaked at $2.25M in Q2 2023. 322 funds tracked by Wall St. Rank hold USRT as of Q3 2023.

  • 3Chopt Investment Partners reported no remaining iShares Core US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 43,808 iShares Core US REIT ETF shares in Q3 2023, an estimated $2.25M.
  • 3Chopt Investment Partners first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 3 quarters.
  • 3Chopt Investment Partners's iShares Core US REIT ETF position peaked at $2.25M in Q2 2023.
  • 322 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2023.

Based on 3Chopt Investment Partners's 13F filing for Q3 2023, filed 15 Nov 2023.