AIM
USRT icon

Acropolis Investment Management’s iShares Core US REIT ETF USRT Stock Holding History

Acropolis Investment Management’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
Q4 		– Sell
-13,589
Closed -$797K – 238
2021
Q3 		$797K Sell
13,589
-780
-5% -$47.4K 0.09% 92
2021
Q2 		$838K Sell
14,369
-2,405
-14% -$136K 0.08% 90
2021
Q1 		$879K Sell
16,774
-4,760
-22% -$239K 0.09% 83
2020
Q4 		$1.04M Sell
21,534
-980
-4% -$45.7K 0.11% 74
2020
Q3 		$985K Sell
22,514
-7,110
-24% -$317K 0.12% 69
2020
Q2 		$1.29M Sell
29,624
-6,930
-19% -$291K 0.17% 52
2020
Q1 		$1.43M Buy
36,554
+11,199
+44% +$572K 0.22% 39
2019
Q4 		$1.38M Sell
25,355
-2,325
-8% -$128K 0.19% 49
2019
Q3 		$1.54M Sell
27,680
-180
-0.6% -$9.68K 0.22% 41
2019
Q2 		$1.45M Buy
27,860
+4,185
+18% +$218K 0.22% 44
2019
Q1 		$1.22M Sell
23,675
-825
-3% -$40.9K 0.19% 49
2018
Q4 		$1.1M Buy
24,500
+12,965
+112% +$614K 0.19% 49
2018
Q3 		$558K Buy
11,535
+610
+6% +$30.4K 0.09% 78
2018
Q2 		$537K Buy
10,925
+2,225
+26% +$104K 0.09% 77
2018
Q1 		$392K Buy
+8,700
New +$398K 0.06% 97

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Acropolis Investment Management's USRT Position: Q4 2021 in Review

Acropolis Investment Management sold out of iShares Core US REIT ETF (USRT) in Q4 2021, closing a stake of 13,589 shares — an estimated $797K sold.

Acropolis Investment Management first reported a position in USRT in Q1 2018 and held it in 15 quarters. The position peaked at $1.54M in Q3 2019. 287 funds tracked by Wall St. Rank hold USRT as of Q4 2021.

  • Acropolis Investment Management reported no remaining iShares Core US REIT ETF position as of Q4 2021 after selling out during the quarter.
  • Acropolis Investment Management sold 13,589 iShares Core US REIT ETF shares in Q4 2021, an estimated $797K.
  • Acropolis Investment Management first reported a position in iShares Core US REIT ETF in Q1 2018 and held it in 15 quarters.
  • Acropolis Investment Management's iShares Core US REIT ETF position peaked at $1.54M in Q3 2019.
  • 287 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2021.

Based on Acropolis Investment Management's 13F filing for Q4 2021, filed 14 Jan 2022.