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Hazlett, Burt & Watson’s iShares Core US REIT ETF USRT Stock Holding History

Hazlett, Burt & Watson’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
2023
Q3 		– Sell
-7
Closed – – 758
2023
Q2 		$0 Hold
7
– – ﹤0.01% 717
2023
Q1 		$0 Hold
7
– – ﹤0.01% 689
2022
Q4 		$0 Hold
7
– – ﹤0.01% 643
2022
Q3 		$0 Hold
7
– – ﹤0.01% 657
2022
Q2 		$0 Buy
+7
New +$412 ﹤0.01% 612

Other funds holding USRT

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $1.66T AUM 25.57% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hazlett, Burt & Watson's USRT Position: Q3 2023 in Review

Hazlett, Burt & Watson sold out of iShares Core US REIT ETF (USRT) in Q3 2023, closing a stake of 7 shares.

Hazlett, Burt & Watson first reported a position in USRT in Q2 2022 and held it in 5 quarters. The position peaked at $0 in Q2 2023. 323 funds tracked by Wall St. Rank hold USRT as of Q3 2023.

  • Hazlett, Burt & Watson reported no remaining iShares Core US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 7 iShares Core US REIT ETF shares in Q3 2023.
  • Hazlett, Burt & Watson first reported a position in iShares Core US REIT ETF in Q2 2022 and held it in 5 quarters.
  • Hazlett, Burt & Watson's iShares Core US REIT ETF position peaked at $0 in Q2 2023.
  • 323 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2023, filed 2 Nov 2023.