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HM Payson & Co’s iShares Core US REIT ETF USRT Stock Holding History

HM Payson & Co’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
Q3 		– Sell
-24
Closed -$1.29K – 1172
2024
Q2 		$1.29K Buy
+24
New +$1.25K ﹤0.01% 944

Other funds holding USRT

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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

HM Payson & Co's USRT Position: Q3 2024 in Review

HM Payson & Co sold out of iShares Core US REIT ETF (USRT) in Q3 2024, closing a stake of 24 shares — an estimated $1.29K sold.

HM Payson & Co first reported a position in USRT in Q2 2024 and held it in 1 quarter. The position peaked at $1.29K in Q2 2024. 349 funds tracked by Wall St. Rank hold USRT as of Q3 2024.

  • HM Payson & Co reported no remaining iShares Core US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • HM Payson & Co sold 24 iShares Core US REIT ETF shares in Q3 2024, an estimated $1.29K.
  • HM Payson & Co first reported a position in iShares Core US REIT ETF in Q2 2024 and held it in 1 quarter.
  • HM Payson & Co's iShares Core US REIT ETF position peaked at $1.29K in Q2 2024.
  • 349 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2024.

Based on HM Payson & Co's 13F filing for Q3 2024, filed 28 Oct 2024.