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Cutler Group’s iShares Core US REIT ETF USRT Stock Holding History

Cutler Group’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
2023
Q1 		– Sell
-1,000
Closed -$3K – 4770
2022
Q4 		$3K Sell
1,000
-100
-9% -$4.96K ﹤0.01% 3554
2022
Q3 		$7K Buy
+1,100
New +$60.6K ﹤0.01% 3422

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 $6.73T AUM 46.02% 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
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Cutler Group's USRT Position: Q3 2022 in Review

Cutler Group sold out of iShares Core US REIT ETF (USRT) in Q3 2022, closing a stake of 199 shares — an estimated $11K sold.

Cutler Group first reported a position in USRT in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 297 funds tracked by Wall St. Rank hold USRT as of Q3 2022.

  • Cutler Group reported no remaining iShares Core US REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Cutler Group sold 199 iShares Core US REIT ETF shares in Q3 2022, an estimated $11K.
  • Cutler Group first reported a position in iShares Core US REIT ETF in Q2 2022 and held it in 1 quarter.
  • Cutler Group's iShares Core US REIT ETF position peaked at $10K in Q2 2022.
  • 297 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2022.

Based on Cutler Group's 13F filing for Q3 2022, filed 25 Oct 2022.