CWM
USRT icon

Curi Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Curi Wealth 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
Q3 		– Sell
-3
Closed – – 665
2022
Q2 		$0 Buy
+3
New +$176 ﹤0.01% 729

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Curi Wealth Management's USRT Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q3 2022, closing a stake of 3 shares.

Curi Wealth Management first reported a position in USRT in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 298 funds tracked by Wall St. Rank hold USRT as of Q3 2022.

  • Curi Wealth Management reported no remaining iShares Core US REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 3 iShares Core US REIT ETF shares in Q3 2022.
  • Curi Wealth Management first reported a position in iShares Core US REIT ETF in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's iShares Core US REIT ETF position peaked at $0 in Q2 2022.
  • 298 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.