FCM
USRT icon

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

Family 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
2024
Q2 		– Sell
-5,111
Closed -$275K – 72
2024
Q1 		$275K Sell
5,111
-214
-4% -$11.3K 0.19% 56
2023
Q4 		$289K Sell
5,325
-5,825
-52% -$285K 0.2% 51
2023
Q3 		$526K Sell
11,150
-837
-7% -$42.8K 0.35% 36
2023
Q2 		$616K Buy
11,987
+3
+0% +$150 0.38% 33
2023
Q1 		$604K Sell
11,984
-216
-2% -$11.2K 0.26% 33
2022
Q4 		$603K Buy
+12,200
New +$605K 0.4% 33

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HFS
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Family Capital Management's USRT Position: Q2 2024 in Review

Family Capital Management sold out of iShares Core US REIT ETF (USRT) in Q2 2024, closing a stake of 5,111 shares — an estimated $275K sold.

Family Capital Management first reported a position in USRT in Q4 2022 and held it in 6 quarters. The position peaked at $616K in Q2 2023. 320 funds tracked by Wall St. Rank hold USRT as of Q2 2024.

  • Family Capital Management reported no remaining iShares Core US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Family Capital Management sold 5,111 iShares Core US REIT ETF shares in Q2 2024, an estimated $275K.
  • Family Capital Management first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 6 quarters.
  • Family Capital Management's iShares Core US REIT ETF position peaked at $616K in Q2 2023.
  • 320 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2024.

Based on Family Capital Management's 13F filing for Q2 2024, filed 18 Jul 2024.