FF
USRT icon

Financial Futures’s iShares Core US REIT ETF USRT Stock Holding History

Financial Futures’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
-3,751
Closed -$243K – 62
2022
Q1 		$243K Sell
3,751
-948
-20% -$59.5K 0.19% 53
2021
Q4 		$318K Buy
+4,699
New +$299K 0.26% 43

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Financial Futures's USRT Position: Q2 2022 in Review

Financial Futures sold out of iShares Core US REIT ETF (USRT) in Q2 2022, closing a stake of 3,751 shares — an estimated $243K sold.

Financial Futures first reported a position in USRT in Q4 2021 and held it in 2 quarters. The position peaked at $318K in Q4 2021. 297 funds tracked by Wall St. Rank hold USRT as of Q2 2022.

  • Financial Futures reported no remaining iShares Core US REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Futures sold 3,751 iShares Core US REIT ETF shares in Q2 2022, an estimated $243K.
  • Financial Futures first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 2 quarters.
  • Financial Futures's iShares Core US REIT ETF position peaked at $318K in Q4 2021.
  • 297 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2022.

Based on Financial Futures's 13F filing for Q2 2022, filed 20 Jul 2022.