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

CornerStone 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
2020
Q3 		$13.4M Buy
305,353
+109,717
+56% +$4.89M 9.88% 4
2020
Q2 		$8.51M Hold
195,636
– – 6.96% 6
2020
Q1 		$7.66M Hold
195,636
– – 8.76% 3
2019
Q4 		$10.7M Buy
+195,636
New +$10.8M 8.49% 4

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CornerStone Partners's USRT Position: Q3 2020 in Review

CornerStone Partners increased its iShares Core US REIT ETF (USRT) stake by 56% in Q3 2020, buying an estimated $4.89M and bringing the position to 305,353 shares worth $13.4M. The position accounts for 9.88% of the portfolio, ranked #4.

CornerStone Partners first reported a position in USRT in Q4 2019 and has held it in 4 quarters since. 190 funds tracked by Wall St. Rank hold USRT as of Q3 2020.

  • CornerStone Partners held 305,353 shares of iShares Core US REIT ETF worth $13.4M as of Q3 2020.
  • CornerStone Partners bought 109,717 iShares Core US REIT ETF shares in Q3 2020, an estimated $4.89M.
  • iShares Core US REIT ETF made up 9.88% of CornerStone Partners's portfolio in Q3 2020, its #4 holding.
  • CornerStone Partners first reported a position in iShares Core US REIT ETF in Q4 2019 and has held it in 4 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2020.

Based on CornerStone Partners's 13F filing for Q3 2020, filed 9 Nov 2020.