GI
USRT icon

Gradient Investments’s iShares Core US REIT ETF USRT Stock Holding History

Gradient Investments’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
-75
Closed -$4.07K – 1809
2023
Q4 		$4.07K Sell
75
-10
-12% -$489 ﹤0.01% 1043
2023
Q3 		$4.01K Hold
85
– – ﹤0.01% 1005
2023
Q2 		$4.37K Hold
85
– – ﹤0.01% 979
2023
Q1 		$4.28K Sell
85
-13
-13% -$673 ﹤0.01% 977
2022
Q4 		$4.85K Hold
98
– – ﹤0.01% 933
2022
Q3 		$5K Sell
98
-4
-4% -$220 ﹤0.01% 975
2022
Q2 		$5K Sell
102
-43
-30% -$2.53K ﹤0.01% 911
2022
Q1 		$9K Hold
145
– – ﹤0.01% 803
2021
Q4 		$10K Hold
145
– – ﹤0.01% 801
2021
Q3 		$9K Buy
145
+43
+42% +$2.62K ﹤0.01% 795
2021
Q2 		$6K Sell
102
-221
-68% -$12.5K ﹤0.01% 861
2021
Q1 		$17K Buy
323
+159
+97% +$8K ﹤0.01% 653
2020
Q4 		$7K Hold
164
– – ﹤0.01% 767
2020
Q3 		$7K Buy
+164
New +$7.32K ﹤0.01% 774

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
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

Gradient Investments's USRT Position: Q1 2024 in Review

Gradient Investments sold out of iShares Core US REIT ETF (USRT) in Q1 2024, closing a stake of 75 shares — an estimated $4.07K sold.

Gradient Investments first reported a position in USRT in Q3 2020 and held it in 14 quarters. The position peaked at $17K in Q1 2021. 329 funds tracked by Wall St. Rank hold USRT as of Q1 2024.

  • Gradient Investments reported no remaining iShares Core US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 75 iShares Core US REIT ETF shares in Q1 2024, an estimated $4.07K.
  • Gradient Investments first reported a position in iShares Core US REIT ETF in Q3 2020 and held it in 14 quarters.
  • Gradient Investments's iShares Core US REIT ETF position peaked at $17K in Q1 2021.
  • 329 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.