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

Clearstead 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
-55
Closed -$2.99K – 1631
2023
Q4 		$2.99K Buy
+55
New +$2.69K ﹤0.01% 1238
2022
Q4 		– Sell
-49
Closed -$2K – 1383
2022
Q3 		$2K Hold
49
– – ﹤0.01% 1107
2022
Q2 		$3K Hold
49
– – ﹤0.01% 1075
2022
Q1 		$3K Buy
+49
New +$3.08K ﹤0.01% 1169

Other funds holding USRT

BlackRock
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CL
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clearstead Advisors's USRT Position: Q1 2024 in Review

Clearstead Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2024, closing a stake of 55 shares — an estimated $2.99K sold.

Clearstead Advisors first reported a position in USRT in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 329 funds tracked by Wall St. Rank hold USRT as of Q1 2024.

  • Clearstead Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Clearstead Advisors sold 55 iShares Core US REIT ETF shares in Q1 2024, an estimated $2.99K.
  • Clearstead Advisors first reported a position in iShares Core US REIT ETF in Q1 2022 and held it in 4 quarters.
  • Clearstead Advisors's iShares Core US REIT ETF position peaked at $3K in Q2 2022.
  • 329 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2024.

Based on Clearstead Advisors's 13F filing for Q1 2024, filed 14 May 2024.