CI
USRT icon

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

Cordant 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
2024
Q1 		– Sell
-14
Closed -$761 – 149
2023
Q4 		$761 Sell
14
-45
-76% -$2.2K ﹤0.01% 130
2023
Q3 		$2.78K Hold
59
– – ﹤0.01% 73
2023
Q2 		$3.03K Hold
59
– – ﹤0.01% 67
2023
Q1 		$2.97K Sell
59
-18
-23% -$932 ﹤0.01% 69
2022
Q4 		$3.81K Buy
77
+18
+31% +$892 ﹤0.01% 64
2022
Q3 		$3K Buy
+59
New +$3.25K ﹤0.01% 62

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 $72.2B AUM 27.85% 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

Cordant Inc's USRT Position: Q1 2024 in Review

Cordant Inc sold out of iShares Core US REIT ETF (USRT) in Q1 2024, closing a stake of 14 shares — an estimated $761 sold.

Cordant Inc first reported a position in USRT in Q3 2022 and held it in 6 quarters. The position peaked at $3.81K in Q4 2022. 329 funds tracked by Wall St. Rank hold USRT as of Q1 2024.

  • Cordant Inc reported no remaining iShares Core US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Cordant Inc sold 14 iShares Core US REIT ETF shares in Q1 2024, an estimated $761.
  • Cordant Inc first reported a position in iShares Core US REIT ETF in Q3 2022 and held it in 6 quarters.
  • Cordant Inc's iShares Core US REIT ETF position peaked at $3.81K in Q4 2022.
  • 329 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2024.

Based on Cordant Inc's 13F filing for Q1 2024, filed 16 Apr 2024.