FFO
USRT icon

Fortitude Family Office’s iShares Core US REIT ETF USRT Stock Holding History

Fortitude Family Office’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
Q1 		– Sell
-506
Closed -$27.5K – 1091
2023
Q4 		$27.5K Buy
+506
New +$24.7K 0.02% 248

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CSIA
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US Bancorp
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fortitude Family Office's USRT Position: Q1 2024 in Review

Fortitude Family Office sold out of iShares Core US REIT ETF (USRT) in Q1 2024, closing a stake of 506 shares — an estimated $27.5K sold.

Fortitude Family Office first reported a position in USRT in Q4 2023 and held it in 1 quarter. The position peaked at $27.5K in Q4 2023. 329 funds tracked by Wall St. Rank hold USRT as of Q1 2024.

  • Fortitude Family Office reported no remaining iShares Core US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Fortitude Family Office sold 506 iShares Core US REIT ETF shares in Q1 2024, an estimated $27.5K.
  • Fortitude Family Office first reported a position in iShares Core US REIT ETF in Q4 2023 and held it in 1 quarter.
  • Fortitude Family Office's iShares Core US REIT ETF position peaked at $27.5K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2024.

Based on Fortitude Family Office's 13F filing for Q1 2024, filed 11 Apr 2024.