Hotaling Investment Management’s iShares Core US REIT ETF USRT Stock Holding History

Hotaling Investment Management’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
2022 Q4	$237K	Buy	+4,800	New	+$238K	0.11%	104

Other funds holding USRT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Hotaling Investment Management's USRT Position: Q4 2022 in Review

Hotaling Investment Management opened a new position in iShares Core US REIT ETF (USRT) in Q4 2022: 4,800 shares worth $237K. The stake represents 0.11% of the portfolio and ranks #104 among its holdings.

326 funds tracked by Wall St. Rank hold USRT as of Q4 2022.

Hotaling Investment Management held 4,800 shares of iShares Core US REIT ETF worth $237K as of Q4 2022.
iShares Core US REIT ETF was a new Hotaling Investment Management position in Q4 2022.
iShares Core US REIT ETF made up 0.11% of Hotaling Investment Management's portfolio in Q4 2022, its #104 holding.
326 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.