CAN
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Cetera Advisor Networks’s iShares Core US REIT ETF USRT Stock Holding History

Cetera Advisor Networks’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 		$1.73M Buy
32,101
+17,922
+126% +$949K 0.01% 1107
2023
Q4 		$770K Buy
14,179
+4,229
+43% +$207K ﹤0.01% 1552
2023
Q3 		$469K Buy
9,950
+2,844
+40% +$146K ﹤0.01% 1803
2023
Q2 		$365K Buy
7,106
+539
+8% +$27K ﹤0.01% 1946
2023
Q1 		$331K Sell
6,567
-4,815
-42% -$249K ﹤0.01% 1988
2022
Q4 		$563K Buy
11,382
+2,525
+29% +$125K ﹤0.01% 1558
2022
Q3 		$421K Sell
8,857
-35
-0.4% -$1.93K 0.01% 1395
2022
Q2 		$475K Buy
8,892
+896
+11% +$52.7K 0.01% 1308
2022
Q1 		$517K Sell
7,996
-7,208
-47% -$453K 0.01% 1279
2021
Q4 		$1.03M Buy
15,204
+6,489
+74% +$413K 0.01% 890
2021
Q3 		$511K Sell
8,715
-2,122
-20% -$129K 0.01% 1212
2021
Q2 		$632K Buy
10,837
+889
+9% +$50.5K 0.01% 1056
2021
Q1 		$521K Sell
9,948
-937
-9% -$47.1K 0.01% 854
2020
Q4 		$527K Sell
10,885
-721
-6% -$33.6K 0.01% 768
2020
Q3 		$508K Sell
11,606
-7,705
-40% -$344K 0.01% 709
2020
Q2 		$840K Buy
19,311
+3,237
+20% +$136K 0.02% 515
2020
Q1 		$630K Buy
16,074
+10,117
+170% +$517K 0.02% 542
2019
Q4 		$322K Buy
5,957
+50
+0.8% +$2.75K 0.01% 924
2019
Q3 		$326K Sell
5,907
-120
-2% -$6.46K 0.01% 883
2019
Q2 		$310K Sell
6,027
-1,616
-21% -$84.2K 0.01% 894
2019
Q1 		$392K Sell
7,643
-3,258
-30% -$161K 0.01% 755
2018
Q4 		$487K Buy
10,901
+3,076
+39% +$146K 0.02% 585
2018
Q3 		$377K Buy
7,825
+594
+8% +$29.6K 0.01% 745
2018
Q2 		$355K Sell
7,231
-416
-5% -$19.4K 0.02% 586
2018
Q1 		$347K Buy
7,647
+725
+10% +$33.2K 0.02% 616
2017
Q4 		$345K Sell
6,922
-369
-5% -$18.3K 0.01% 689
2017
Q3 		$360K Buy
7,291
+592
+9% +$29.3K 0.02% 634
2017
Q2 		$330K Sell
6,699
-1,775
-21% -$87.5K 0.02% 670
2017
Q1 		$418K Buy
+8,474
New +$417K 0.02% 573

Other funds holding USRT

BlackRock
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Advisor Networks's USRT Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares Core US REIT ETF (USRT) stake by 126% in Q1 2024, buying an estimated $949K and bringing the position to 32,101 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #1107.

Cetera Advisor Networks first reported a position in USRT in Q1 2017 and has held it in 29 quarters since. 329 funds tracked by Wall St. Rank hold USRT as of Q1 2024.

  • Cetera Advisor Networks held 32,101 shares of iShares Core US REIT ETF worth $1.73M as of Q1 2024.
  • Cetera Advisor Networks bought 17,922 iShares Core US REIT ETF shares in Q1 2024, an estimated $949K.
  • iShares Core US REIT ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1107 holding.
  • Cetera Advisor Networks first reported a position in iShares Core US REIT ETF in Q1 2017 and has held it in 29 quarters since.
  • 329 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.