B. Riley Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

B. Riley Wealth Advisors’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
2024 Q1	–	Sell	-3,697	Closed	-$201K	–	1524
2023 Q4	$201K	Buy	+3,697	New	+$181K	0.01%	1263
2022 Q3	–	Sell	-7,109	Closed	-$380K	–	1534
2022 Q2	$380K	Sell	7,109 -3,163	-31%	-$186K	0.02%	771
2022 Q1	$665K	Sell	10,272 -1,548	-13%	-$97.2K	0.02%	611
2021 Q4	$799K	Buy	11,820 +3,444	+41%	+$219K	0.02%	605
2021 Q3	$492K	Buy	8,376 +590	+8%	+$35.9K	0.02%	790
2021 Q2	$455K	Buy	7,786 +426	+6%	+$24.2K	0.01%	815
2021 Q1	$386K	Buy	+7,360	New	+$370K	0.01%	861

Other funds holding USRT

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

B. Riley Wealth Advisors's USRT Position: Q1 2024 in Review

B. Riley Wealth Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2024, closing a stake of 3,697 shares — an estimated $201K sold.

B. Riley Wealth Advisors first reported a position in USRT in Q1 2021 and held it in 7 quarters. The position peaked at $799K in Q4 2021. 329 funds tracked by Wall St. Rank hold USRT as of Q1 2024.

B. Riley Wealth Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,697 iShares Core US REIT ETF shares in Q1 2024, an estimated $201K.
B. Riley Wealth Advisors first reported a position in iShares Core US REIT ETF in Q1 2021 and held it in 7 quarters.
B. Riley Wealth Advisors's iShares Core US REIT ETF position peaked at $799K in Q4 2021.
329 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.