Bessemer Group’s iShares Core US REIT ETF USRT Stock Holding History

Bessemer Group’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	-721	Closed	-$28K	–	1809
2020 Q1	$28K	Buy	+721	New	+$36.8K	﹤0.01%	1312

Other funds holding USRT

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

CSIA

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

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

Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

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

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

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

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

Bessemer Group's USRT Position: Q2 2020 in Review

Bessemer Group sold out of iShares Core US REIT ETF (USRT) in Q2 2020, closing a stake of 721 shares — an estimated $28K sold.

Bessemer Group first reported a position in USRT in Q1 2020 and held it in 1 quarter. The position peaked at $28K in Q1 2020. 188 funds tracked by Wall St. Rank hold USRT as of Q2 2020.

Bessemer Group reported no remaining iShares Core US REIT ETF position as of Q2 2020 after selling out during the quarter.
Bessemer Group sold 721 iShares Core US REIT ETF shares in Q2 2020, an estimated $28K.
Bessemer Group first reported a position in iShares Core US REIT ETF in Q1 2020 and held it in 1 quarter.
Bessemer Group's iShares Core US REIT ETF position peaked at $28K in Q1 2020.
188 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2020.

Based on Bessemer Group's 13F filing for Q2 2020, filed 5 Aug 2020.