Hayden Royal’s iShares Core US REIT ETF USRT Stock Holding History

Hayden Royal’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
2021 Q4	$365K	Sell	5,398 -25	-0.5%	-$1.59K	0.85%	34
2021 Q3	$318K	Sell	5,423 -7,567	-58%	-$460K	0.52%	52
2021 Q2	$758K	Sell	12,990 -10,584	-45%	-$601K	0.42%	67
2021 Q1	$1.24M	Sell	23,574 -1,975	-8%	-$99.4K	0.71%	34
2020 Q4	$1.24M	Buy	25,549 +8,160	+47%	+$380K	0.67%	28
2020 Q3	$760K	Sell	17,389 -227	-1%	-$10.1K	0.4%	62
2020 Q2	$766K	Buy	17,616 +625	+4%	+$26.2K	0.43%	57
2020 Q1	$666K	Sell	16,991 -13,065	-43%	-$667K	0.39%	64
2019 Q4	$1.74M	Buy	30,056 +10,311	+52%	+$568K	0.88%	28
2019 Q3	$1.1M	Buy	19,745 +6,028	+44%	+$324K	0.97%	31
2019 Q2	$730K	Buy	13,717 +2,320	+20%	+$121K	0.78%	37
2019 Q1	$589K	Buy	11,397 +3,416	+43%	+$169K	0.77%	42
2018 Q4	$358K	Buy	+7,981	New	+$378K	0.18%	123

Other funds holding USRT

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return

McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Hayden Royal's USRT Position: Q4 2021 in Review

Hayden Royal reduced its iShares Core US REIT ETF (USRT) stake by 0.46% in Q4 2021, selling an estimated $1.59K and leaving 5,398 shares worth $365K. The position accounts for 0.85% of the portfolio, ranked #34.

Hayden Royal first reported a position in USRT in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.74M in Q4 2019. 287 funds tracked by Wall St. Rank hold USRT as of Q4 2021.

Hayden Royal held 5,398 shares of iShares Core US REIT ETF worth $365K as of Q4 2021.
Hayden Royal sold 25 iShares Core US REIT ETF shares in Q4 2021, an estimated $1.59K.
iShares Core US REIT ETF made up 0.85% of Hayden Royal's portfolio in Q4 2021, its #34 holding.
Hayden Royal first reported a position in iShares Core US REIT ETF in Q4 2018 and has held it in 13 quarters since.
Hayden Royal's iShares Core US REIT ETF position peaked at $1.74M in Q4 2019.
287 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.