Cardan Capital Partners’s iShares Core US REIT ETF USRT Stock Holding History

Cardan Capital Partners’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
2021 Q3	$8.93M	Buy	152,334 +2,732	+2%	+$166K	1%	30
2021 Q2	$8.73M	Buy	149,602 +6,598	+5%	+$374K	0.97%	29
2021 Q1	$7.49M	Buy	+143,004	New	+$7.19M	0.9%	37
2020 Q4	–	Sell	-73,422	Closed	-$3.21M	–	243
2020 Q3	$3.21M	Sell	73,422 -8,119	-10%	-$362K	0.43%	79
2020 Q2	$3.54M	Buy	+81,541	New	+$3.42M	0.51%	65

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cardan Capital Partners's USRT Position: Q3 2021 in Review

Cardan Capital Partners increased its iShares Core US REIT ETF (USRT) stake by 1.8% in Q3 2021, buying an estimated $166K and bringing the position to 152,334 shares worth $8.93M. The position accounts for 1% of the portfolio, ranked #30.

Cardan Capital Partners first reported a position in USRT in Q2 2020 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold USRT as of Q3 2021.

Cardan Capital Partners held 152,334 shares of iShares Core US REIT ETF worth $8.93M as of Q3 2021.
Cardan Capital Partners bought 2,732 iShares Core US REIT ETF shares in Q3 2021, an estimated $166K.
iShares Core US REIT ETF made up 1% of Cardan Capital Partners's portfolio in Q3 2021, its #30 holding.
Cardan Capital Partners first reported a position in iShares Core US REIT ETF in Q2 2020 and has held it in 5 quarters since.
235 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.