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Atria Investments’s iShares Core US REIT ETF USRT Stock Holding History

Atria Investments’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
Q1 		– Sell
-11,683
Closed -$638K – 1162
2019
Q4 		$638K Sell
11,683
-63,771
-85% -$3.51M 0.02% 698
2019
Q3 		$4.19M Buy
75,454
+64,450
+586% +$3.47M 0.15% 134
2019
Q2 		$585K Buy
11,004
+916
+9% +$47.7K 0.02% 540
2019
Q1 		$522K Sell
10,088
-3,773
-27% -$187K 0.02% 520
2018
Q4 		$622K Buy
13,861
+1,839
+15% +$87.1K 0.03% 431
2018
Q3 		$582K Buy
12,022
+991
+9% +$49.4K 0.02% 549
2018
Q2 		$542K Buy
11,031
+576
+6% +$26.8K 0.02% 542
2018
Q1 		$471K Buy
+10,455
New +$479K 0.02% 526

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Envestnet Asset Management
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Investments's USRT Position: Q1 2020 in Review

Atria Investments sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 11,683 shares — an estimated $638K sold.

Atria Investments first reported a position in USRT in Q1 2018 and held it in 8 quarters. The position peaked at $4.19M in Q3 2019. 205 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

  • Atria Investments reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Atria Investments sold 11,683 iShares Core US REIT ETF shares in Q1 2020, an estimated $638K.
  • Atria Investments first reported a position in iShares Core US REIT ETF in Q1 2018 and held it in 8 quarters.
  • Atria Investments's iShares Core US REIT ETF position peaked at $4.19M in Q3 2019.
  • 205 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.