HI
USRT icon

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

Hoey 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
2020
Q2 		– Sell
-450
Closed -$18K – 157
2020
Q1 		$18K Hold
450
– – 0.01% 83
2019
Q4 		$25K Buy
+450
New +$24.8K 0.02% 107

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Hoey Investments's USRT Position: Q2 2020 in Review

Hoey Investments sold out of iShares Core US REIT ETF (USRT) in Q2 2020, closing a stake of 450 shares — an estimated $18K sold.

Hoey Investments first reported a position in USRT in Q4 2019 and held it in 2 quarters. The position peaked at $25K in Q4 2019. 188 funds tracked by Wall St. Rank hold USRT as of Q2 2020.

  • Hoey Investments reported no remaining iShares Core US REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Hoey Investments sold 450 iShares Core US REIT ETF shares in Q2 2020, an estimated $18K.
  • Hoey Investments first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 2 quarters.
  • Hoey Investments's iShares Core US REIT ETF position peaked at $25K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2020.

Based on Hoey Investments's 13F filing for Q2 2020, filed 10 Jul 2020.