Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AUB
Atlantic Union Bankshares’s
iShares Core US REIT ETF
USRT
Stock Holding History
Atlantic Union Bankshares’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
2020
Q2
–
Sell
-126,672
Closed
-$4.96M
–
259
2020
Q1
$4.96M
Sell
126,672
-118,908
-48%
-$6.07M
0.72%
39
2019
Q4
$13.4M
Sell
245,580
-91,082
-27%
-$5.01M
1.72%
11
2019
Q3
$18.7M
Buy
+336,662
New
+$18.1M
2.5%
5
2019
Q2
–
Sell
-221,167
Closed
-$11.4M
–
274
2019
Q1
$11.4M
Buy
221,167
+174,814
+377%
+$8.66M
3.17%
4
2018
Q4
$2.08M
Buy
+46,353
New
+$2.2M
0.68%
56
Other funds holding USRT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
CSIA
Charles Schwab Investment Advisory
San Francisco, California
$72.8B AUM
10.03%
1-Year Est. Return
MG
McCutchen Group
Seattle, Washington
$464M AUM
22.73%
1-Year Est. Return
FA
Fiducient Advisors
Chicago, Illinois
$765M AUM
12.73%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
TC
TownSquare Capital
Provo, Utah
$444M AUM
24.03%
1-Year Est. Return
CL
Choreo LLC
Rockford, Illinois
$8.15B AUM
20.12%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close