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Crew Capital Management’s iShares Core US REIT ETF USRT Stock Holding History

Crew Capital Management’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
2022
Q2 		– Sell
-3,253
Closed -$210K – 109
2022
Q1 		$210K Buy
3,253
+37
+1% +$2.32K 0.2% 106
2021
Q4 		$217K Sell
3,216
-540
-14% -$34.3K 0.18% 105
2021
Q3 		$220K Buy
+3,756
New +$228K 0.2% 97

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CSIA
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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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Crew Capital Management's USRT Position: Q2 2022 in Review

Crew Capital Management sold out of iShares Core US REIT ETF (USRT) in Q2 2022, closing a stake of 3,253 shares — an estimated $210K sold.

Crew Capital Management first reported a position in USRT in Q3 2021 and held it in 3 quarters. The position peaked at $220K in Q3 2021. 298 funds tracked by Wall St. Rank hold USRT as of Q2 2022.

  • Crew Capital Management reported no remaining iShares Core US REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Crew Capital Management sold 3,253 iShares Core US REIT ETF shares in Q2 2022, an estimated $210K.
  • Crew Capital Management first reported a position in iShares Core US REIT ETF in Q3 2021 and held it in 3 quarters.
  • Crew Capital Management's iShares Core US REIT ETF position peaked at $220K in Q3 2021.
  • 298 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2022.

Based on Crew Capital Management's 13F filing for Q2 2022, filed 28 Jul 2022.