CAI
USRT icon

Capital Advisors Inc’s iShares Core US REIT ETF USRT Stock Holding History

Capital Advisors Inc’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
2023
Q1 		– Sell
-80,634
Closed -$3.99M – 272
2022
Q4 		$3.99M Buy
+80,634
New +$4M 0.11% 98

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FA
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Thrivent Financial for Lutherans
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Morgan Stanley
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PNC Financial Services Group
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CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Capital Advisors Inc's USRT Position: Q1 2023 in Review

Capital Advisors Inc sold out of iShares Core US REIT ETF (USRT) in Q1 2023, closing a stake of 80,634 shares — an estimated $3.99M sold.

Capital Advisors Inc first reported a position in USRT in Q4 2022 and held it in 1 quarter. The position peaked at $3.99M in Q4 2022. 321 funds tracked by Wall St. Rank hold USRT as of Q1 2023.

  • Capital Advisors Inc reported no remaining iShares Core US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Capital Advisors Inc sold 80,634 iShares Core US REIT ETF shares in Q1 2023, an estimated $3.99M.
  • Capital Advisors Inc first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 1 quarter.
  • Capital Advisors Inc's iShares Core US REIT ETF position peaked at $3.99M in Q4 2022.
  • 321 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2023.

Based on Capital Advisors Inc's 13F filing for Q1 2023, filed 19 Apr 2023.