American Research & Management Company’s iShares Core US REIT ETF USRT Stock Holding History

American Research & Management Company’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
2022 Q3	$19K	Hold	400	–	–	0.01%	258
2022 Q2	$21K	Hold	400	–	–	0.01%	259
2022 Q1	$26K	Hold	400	–	–	0.01%	245
2021 Q4	$27K	Hold	400	–	–	0.01%	245
2021 Q3	$23K	Hold	400	–	–	0.01%	256
2021 Q2	$23K	Hold	400	–	–	0.01%	265
2021 Q1	$21K	Hold	400	–	–	0.01%	252
2020 Q4	$19K	Hold	400	–	–	﹤0.01%	263
2020 Q3	$17K	Buy	+400	New	+$17.8K	0.01%	243

Other funds holding USRT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

American Research & Management Company's USRT Position: Q3 2022 in Review

American Research & Management Company held its iShares Core US REIT ETF (USRT) position steady in Q3 2022 at 400 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #258.

American Research & Management Company first reported a position in USRT in Q3 2020 and has held it in 9 quarters since. The position peaked at $27K in Q4 2021. 297 funds tracked by Wall St. Rank hold USRT as of Q3 2022.

American Research & Management Company held 400 shares of iShares Core US REIT ETF worth $19K as of Q3 2022.
American Research & Management Company left its iShares Core US REIT ETF share count unchanged in Q3 2022.
iShares Core US REIT ETF made up 0.01% of American Research & Management Company's portfolio in Q3 2022, its #258 holding.
American Research & Management Company first reported a position in iShares Core US REIT ETF in Q3 2020 and has held it in 9 quarters since.
American Research & Management Company's iShares Core US REIT ETF position peaked at $27K in Q4 2021.
297 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.